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
$430M
AUM Growth
+$3.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
370
New
Increased
Reduced
Closed

Top Buys

1
+$3.18M
2
+$2.96M
3
+$2.83M
4
BDX icon
Becton Dickinson
BDX
+$2.69M
5
IRM icon
Iron Mountain
IRM
+$2.36M

Top Sells

1
+$7.39M
2
+$6.38M
3
+$3.35M
4
BAH icon
Booz Allen Hamilton
BAH
+$3.34M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$2.8M

Sector Composition

1 Industrials 13.63%
2 Financials 11.73%
3 Healthcare 11.57%
4 Consumer Staples 11.49%
5 Technology 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$104K 0.02%
1,185
+745
177
$104K 0.02%
1,323
178
$102K 0.02%
2,000
179
$102K 0.02%
715
180
$101K 0.02%
2,103
181
$96K 0.02%
285
+16
182
$89K 0.02%
1,045
183
$87K 0.02%
2,778
-2,197
184
$86K 0.02%
1,588
185
$82K 0.02%
4,500
186
$82K 0.02%
2,088
+1,041
187
$80K 0.02%
1,696
188
$79K 0.02%
664
189
$77K 0.02%
1,208
-197
190
$77K 0.02%
1,225
+325
191
$76K 0.02%
1,079
+373
192
$76K 0.02%
1,153
-22,825
193
$73K 0.02%
1,900
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194
$73K 0.02%
1,490
195
$72K 0.02%
1,500
196
$71K 0.02%
581
+128
197
$70K 0.02%
845
198
$69K 0.02%
766
199
$68K 0.02%
1,564
200
$65K 0.02%
1,236
6 7
8
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