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
$427M
AUM Growth
+$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
361
New
Increased
Reduced
Closed

Top Buys

1
+$5.01M
2
+$4.62M
3
+$4.27M
4
JNJ icon
Johnson & Johnson
JNJ
+$3.56M
5
ITW icon
Illinois Tool Works
ITW
+$2.93M

Top Sells

1
+$5.11M
2
+$4.59M
3
+$4.19M
4
GS icon
Goldman Sachs
GS
+$3.87M
5
BMY icon
Bristol-Myers Squibb
BMY
+$3.67M

Sector Composition

1 Industrials 14.63%
2 Consumer Staples 10.9%
3 Financials 10.88%
4 Healthcare 10.5%
5 Technology 9.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$100K 0.02%
+715
177
$97K 0.02%
+1,200
178
$97K 0.02%
1,405
-60,619
179
$96K 0.02%
+5,263
180
$95K 0.02%
3,195
+2,000
181
$95K 0.02%
1,045
-1,200
182
$94K 0.02%
2,000
183
$93K 0.02%
2,103
+225
184
$92K 0.02%
+1,155
185
$88K 0.02%
269
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186
$87K 0.02%
1,500
187
$84K 0.02%
1,500
188
$82K 0.02%
+1,967
189
$82K 0.02%
1,588
190
$76K 0.02%
1,018
191
$75K 0.02%
+2,000
192
$75K 0.02%
+664
193
$73K 0.02%
1,490
194
$72K 0.02%
2,500
195
$71K 0.02%
845
196
$70K 0.02%
4,500
197
$70K 0.02%
+1,124
198
$70K 0.02%
1,696
-9,500
199
$68K 0.02%
1,236
200
$68K 0.02%
2,556
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