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
$403M
AUM Growth
+$23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
397
New
Increased
Reduced
Closed

Top Buys

1
+$7.17M
2
+$4.45M
3
+$4.17M
4
BK icon
Bank of New York Mellon
BK
+$3.55M
5
LOB icon
Live Oak Bancshares
LOB
+$3.34M

Top Sells

1
+$6.55M
2
+$4.52M
3
+$3.59M
4
KMI icon
Kinder Morgan
KMI
+$2.65M
5
WPZ
Williams Partners L.P.
WPZ
+$1.48M

Sector Composition

1 Healthcare 16.43%
2 Industrials 14.42%
3 Consumer Staples 11.2%
4 Financials 9.93%
5 Communication Services 7.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$69K 0.02%
1,055
177
$69K 0.02%
2,900
-1,025
178
$65K 0.02%
359
179
$65K 0.02%
1,772
180
$65K 0.02%
2,800
181
$63K 0.02%
532
+257
182
$63K 0.02%
2,470
183
$62K 0.02%
845
184
$59K 0.01%
2,184
185
$59K 0.01%
6,000
186
$57K 0.01%
1,018
187
$57K 0.01%
545
188
$57K 0.01%
3,000
189
$56K 0.01%
1,696
190
$56K 0.01%
3,234
191
$55K 0.01%
650
192
$55K 0.01%
1,043
193
$54K 0.01%
589
194
$52K 0.01%
885
195
$51K 0.01%
1,500
196
$50K 0.01%
1,218
-13,990
197
$50K 0.01%
641
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198
$49K 0.01%
766
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199
$49K 0.01%
425
200
$49K 0.01%
2,400
-8,565
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