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
$405M
AUM Growth
+$26.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
322
New
Increased
Reduced
Closed

Top Buys

1
+$7.49M
2
+$6.8M
3
+$5.81M
4
GS icon
Goldman Sachs
GS
+$4.34M
5
AMZN icon
Amazon
AMZN
+$3.74M

Top Sells

1
+$5.08M
2
+$2.57M
3
+$2.48M
4
AGN
Allergan plc
AGN
+$2.32M
5
KMB icon
Kimberly-Clark
KMB
+$1.66M

Sector Composition

1 Industrials 14.47%
2 Healthcare 11.72%
3 Consumer Staples 11.51%
4 Financials 10.12%
5 Energy 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$77K 0.02%
203
177
$77K 0.02%
1,588
178
$75K 0.02%
1,050
179
$75K 0.02%
1,878
180
$73K 0.02%
1,018
181
$70K 0.02%
845
182
$69K 0.02%
1,490
183
$67K 0.02%
1,500
184
$66K 0.02%
959
185
$63K 0.02%
545
186
$62K 0.02%
214
187
$58K 0.01%
589
188
$58K 0.01%
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189
$56K 0.01%
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190
$56K 0.01%
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191
$54K 0.01%
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192
$53K 0.01%
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193
$52K 0.01%
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194
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195
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196
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197
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450
198
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199
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1,000
200
$48K 0.01%
690
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