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
$801M
AUM Growth
+$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
500
New
Increased
Reduced
Closed

Top Buys

1
+$6.26M
2
+$6.19M
3
+$4.88M
4
WSM icon
Williams-Sonoma
WSM
+$4.61M
5
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$3.81M

Top Sells

1
+$5.23M
2
+$4.35M
3
+$326K
4
MCD icon
McDonald's
MCD
+$312K
5
PM icon
Philip Morris
PM
+$242K

Sector Composition

1 Technology 20.8%
2 Healthcare 11.35%
3 Financials 11.1%
4 Consumer Discretionary 9.72%
5 Industrials 9.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$201K 0.03%
710
+510
177
$200K 0.03%
1,718
178
$192K 0.02%
2,495
+1,698
179
$191K 0.02%
1,077
+300
180
$187K 0.02%
3,033
+300
181
$186K 0.02%
3,000
182
$175K 0.02%
3,624
-2,972
183
$174K 0.02%
2,021
+885
184
$171K 0.02%
15,458
185
$170K 0.02%
2,852
186
$170K 0.02%
3,109
+169
187
$169K 0.02%
5,225
+3,500
188
$168K 0.02%
1,019
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189
$165K 0.02%
531
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190
$162K 0.02%
500
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191
$162K 0.02%
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192
$162K 0.02%
747
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193
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194
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1,000
195
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196
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700
197
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458
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198
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232
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199
$144K 0.02%
3,586
200
$143K 0.02%
8,000
+1,500
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