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
$380M
AUM Growth
-$32.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
398
New
Increased
Reduced
Closed

Top Buys

1
+$6.93M
2
+$3.31M
3
+$3.17M
4
HBI icon
Hanesbrands
HBI
+$1.91M
5
BA icon
Boeing
BA
+$1.23M

Top Sells

1
+$8.66M
2
+$3.86M
3
+$1.77M
4
MNK
MALLINCKRODT PUBLIC LIMITED COMPANY
MNK
+$1.41M
5
IJJ icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$98K 0.03%
900
177
$90K 0.02%
10,050
178
$90K 0.02%
998
179
$85K 0.02%
1,030
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180
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181
$82K 0.02%
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182
$78K 0.02%
5,000
183
$77K 0.02%
1,256
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184
$74K 0.02%
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-81
185
$71K 0.02%
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186
$71K 0.02%
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187
$70K 0.02%
1,588
188
$70K 0.02%
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189
$70K 0.02%
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190
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6,000
191
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4,800
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192
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193
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194
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195
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12,433
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196
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197
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198
$60K 0.02%
2,800
199
$60K 0.02%
1,055
200
$60K 0.02%
1,043
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