KPCM
Kings Point Capital Management Portfolio holdings
AUM
$1.15B
1-Year Return
14.71%
This Quarter Return
-9.5%
1 Year Return
+14.71%
3 Year Return
+79.91%
5 Year Return
+128.41%
10 Year Return
–
AUM
$380M
AUM Growth
-$32.6M
(-7.9%)
Cap. Flow
+$10.9M
Cap. Flow
% of AUM
2.86%
Top 10 Holdings %
Top 10 Hldgs %
28.79%
Holding
398
New
44
Increased
89
Reduced
54
Closed
31
Top Buys
| 1 |
PayPal
PYPL
|
$6.93M |
| 2 |
AGN
Allergan plc
AGN
|
$3.31M |
| 3 |
Perrigo
PRGO
|
$3.17M |
| 4 |
Hanesbrands
HBI
|
$1.91M |
| 5 |
Boeing
BA
|
$1.23M |
Top Sells
| 1 |
eBay
EBAY
|
$8.66M |
| 2 |
Brookfield Infrastructure Partners
BIP
|
$3.86M |
| 3 |
Freeport-McMoran
FCX
|
$1.77M |
| 4 |
MNK
MALLINCKRODT PUBLIC LIMITED COMPANY
MNK
|
$1.41M |
| 5 |
iShares S&P Mid-Cap 400 Value ETF
IJJ
|
$1.01M |
Sector Composition
| 1 | Healthcare | 15.18% |
| 2 | Industrials | 13.14% |
| 3 | Consumer Staples | 10.48% |
| 4 | Energy | 9.25% |
| 5 | Technology | 8.63% |
