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
$448M
AUM Growth
+$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$3.1M
2
+$3.06M
3
+$2.92M
4
BDX icon
Becton Dickinson
BDX
+$2.77M
5
AME icon
Ametek
AME
+$2.51M

Top Sells

1
+$3.75M
2
+$3.08M
3
+$2.72M
4
KMB icon
Kimberly-Clark
KMB
+$2.65M
5
PAYX icon
Paychex
PAYX
+$1.79M

Sector Composition

1 Industrials 13.1%
2 Financials 12.22%
3 Healthcare 12.02%
4 Consumer Staples 9.94%
5 Technology 9.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$105K 0.02%
660
-98
177
$104K 0.02%
1,185
178
$103K 0.02%
2,103
179
$103K 0.02%
1,910
-400
180
$102K 0.02%
1,323
181
$100K 0.02%
1,586
-1,194
182
$98K 0.02%
1,215
+815
183
$98K 0.02%
+1,485
184
$95K 0.02%
1,219
+174
185
$92K 0.02%
447
186
$90K 0.02%
1,588
187
$81K 0.02%
4,500
188
$80K 0.02%
1,079
189
$80K 0.02%
1,225
190
$80K 0.02%
664
191
$77K 0.02%
+1,900
192
$76K 0.02%
1,288
+52
193
$75K 0.02%
206
-79
194
$73K 0.02%
+6,100
195
$73K 0.02%
845
196
$73K 0.02%
+400
197
$73K 0.02%
995
+715
198
$70K 0.02%
1,208
199
$69K 0.02%
1,500
200
$67K 0.01%
2,000
6 7
8
9 10