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
$507M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
376
New
Increased
Reduced
Closed

Top Buys

1
+$3.63M
2
+$2.79M
3
+$2.71M
4
UN
Unilever NV New York Registry Shares
UN
+$2.67M
5
MS icon
Morgan Stanley
MS
+$1.74M

Top Sells

1
+$5.71M
2
+$4.49M
3
+$3.17M
4
CADE icon
Cadence Bank
CADE
+$2.98M
5
PAYX icon
Paychex
PAYX
+$2.69M

Sector Composition

1 Financials 13.94%
2 Industrials 12.16%
3 Technology 12.14%
4 Healthcare 10.78%
5 Consumer Discretionary 7.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$108K 0.02%
2,000
-195
177
$108K 0.02%
685
178
$106K 0.02%
2,276
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179
$103K 0.02%
300
180
$102K 0.02%
347
181
$102K 0.02%
769
182
$102K 0.02%
1,508
183
$101K 0.02%
1,588
184
$101K 0.02%
648
185
$100K 0.02%
658
+381
186
$97K 0.02%
1,488
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187
$97K 0.02%
643
188
$94K 0.02%
1,500
189
$93K 0.02%
648
190
$88K 0.02%
1,280
191
$86K 0.02%
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192
$85K 0.02%
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193
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194
$82K 0.02%
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195
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196
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197
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1,500
198
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199
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200
$76K 0.02%
1,500
6 7
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