KPCM

Kings Point Capital Management Portfolio holdings

AUM $1.15B
1-Year Est. Return 14.71%
This Quarter Est. Return
1 Year Est. Return
+14.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$413M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
383
New
Increased
Reduced
Closed

Top Buys

1
+$4.76M
2
+$4.13M
3
+$1.67M
4
MNK
MALLINCKRODT PUBLIC LIMITED COMPANY
MNK
+$1.39M
5
STWD icon
Starwood Property Trust
STWD
+$1.04M

Top Sells

1
+$7.76M
2
+$1.27M
3
+$1.09M
4
KRFT
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
+$637K
5
BAX icon
Baxter International
BAX
+$462K

Sector Composition

1 Healthcare 13.04%
2 Industrials 11.91%
3 Energy 11.36%
4 Consumer Staples 9.5%
5 Consumer Discretionary 9.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$86K 0.02%
6,000
177
$85K 0.02%
2,600
-600
178
$84K 0.02%
1,874
179
$77K 0.02%
1,588
180
$77K 0.02%
893
181
$73K 0.02%
+33
182
$71K 0.02%
1,236
+520
183
$71K 0.02%
3,000
184
$69K 0.02%
1,712
+10
185
$69K 0.02%
35,000
186
$68K 0.02%
1,043
187
$68K 0.02%
1,000
188
$67K 0.02%
1,543
189
$66K 0.02%
2,800
190
$66K 0.02%
1,500
191
$65K 0.02%
823
-400
192
$65K 0.02%
3,000
+1,000
193
$63K 0.02%
+1,200
194
$63K 0.02%
3,500
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195
$62K 0.02%
1,055
196
$61K 0.01%
525
197
$60K 0.01%
900
+400
198
$60K 0.01%
1,018
199
$60K 0.01%
624
+400
200
$59K 0.01%
1,000
6 7
8
9 10