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
$675M
AUM Growth
+$86.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
504
New
Increased
Reduced
Closed

Top Buys

1
+$3.83M
2
+$2.87M
3
+$2.72M
4
AAPL icon
Apple
AAPL
+$2.43M
5
AMZN icon
Amazon
AMZN
+$1.87M

Top Sells

1
+$852K
2
+$680K
3
+$513K
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$340K
5
CL icon
Colgate-Palmolive
CL
+$237K

Sector Composition

1 Technology 16.53%
2 Industrials 12.17%
3 Financials 11.87%
4 Healthcare 11.39%
5 Communication Services 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$199K 0.03%
3,252
+1,002
177
$197K 0.03%
1,451
178
$185K 0.03%
630
-74
179
$181K 0.03%
1,915
-54
180
$181K 0.03%
1,550
181
$175K 0.03%
2,948
182
$174K 0.03%
+1,000
183
$174K 0.03%
3,241
+2,000
184
$173K 0.03%
949
185
$172K 0.03%
1,944
186
$168K 0.02%
15,458
187
$168K 0.02%
3,586
188
$167K 0.02%
936
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189
$162K 0.02%
4,600
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190
$161K 0.02%
3,000
-117
191
$159K 0.02%
317
192
$158K 0.02%
559
193
$157K 0.02%
2,460
-2,860
194
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+1,000
195
$154K 0.02%
8,152
+4,000
196
$154K 0.02%
930
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197
$154K 0.02%
2,064
198
$153K 0.02%
1,653
+269
199
$152K 0.02%
3,922
200
$150K 0.02%
1,476
+388
6 7
8
9 10