KPCM
Kings Point Capital Management Portfolio holdings
AUM
$1.15B
1-Year Return
14.71%
This Quarter Return
+1.58%
1 Year Return
+14.71%
3 Year Return
+79.91%
5 Year Return
+128.41%
10 Year Return
–
AUM
$393M
AUM Growth
-$10.7M
(-2.7%)
Cap. Flow
-$11.4M
Cap. Flow
% of AUM
-2.89%
Top 10 Holdings %
Top 10 Hldgs %
29.98%
Holding
361
New
12
Increased
57
Reduced
80
Closed
43
Top Buys
| 1 |
Altria Group
MO
|
+$7.02M |
| 2 |
Booz Allen Hamilton
BAH
|
+$4.64M |
| 3 |
Equifax
EFX
|
+$4.22M |
| 4 |
Alphabet (Google) Class A
GOOGL
|
+$2.16M |
| 5 |
Paychex
PAYX
|
+$1.26M |
Top Sells
| 1 |
JAH
JARDEN CORPORATION
JAH
|
+$10.4M |
| 2 |
Lowe's Companies
LOW
|
+$4.67M |
| 3 |
Colgate-Palmolive
CL
|
+$3.51M |
| 4 |
ConocoPhillips
COP
|
+$3.26M |
| 5 |
WisdomTree Europe Hedged Equity Fund
HEDJ
|
+$2.08M |
Sector Composition
| 1 | Healthcare | 16.92% |
| 2 | Industrials | 15.15% |
| 3 | Consumer Staples | 13.18% |
| 4 | Financials | 9.46% |
| 5 | Communication Services | 9.15% |
