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
$260M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$2.99M
2
+$1.99M
3
+$1.81M
4
PM icon
Philip Morris
PM
+$1.58M
5
YHOO
Yahoo Inc
YHOO
+$1.49M

Top Sells

1
+$5.02M
2
+$4.54M
3
+$1.33M
4
SBH icon
Sally Beauty Holdings
SBH
+$1.29M
5
BX icon
Blackstone
BX
+$1.05M

Sector Composition

1 Energy 14.55%
2 Consumer Staples 13.15%
3 Consumer Discretionary 9.38%
4 Real Estate 9.06%
5 Technology 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$34K 0.01%
1,370
+500
202
$34K 0.01%
+1,000
203
$34K 0.01%
1,050
204
$33K 0.01%
2,277
205
$33K 0.01%
1,000
206
$33K 0.01%
729
207
$31K 0.01%
373
208
$31K 0.01%
778
209
$30K 0.01%
552
210
$28K 0.01%
850
211
$26K 0.01%
320
-1,104
212
$24K 0.01%
400
213
$23K 0.01%
604
214
$23K 0.01%
292
215
$23K 0.01%
255
216
$22K 0.01%
+270
217
$22K 0.01%
1,699
218
$21K 0.01%
400
219
$20K 0.01%
533
220
$20K 0.01%
275
221
$20K 0.01%
300
-20,000
222
$19K 0.01%
300
223
$19K 0.01%
490
-2,200
224
$18K 0.01%
1,357
225
$18K 0.01%
500
7 8
9
10 11