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
$307M
AUM Growth
+$21.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
298
New
Increased
Reduced
Closed

Top Buys

1 +$3.06M
2 +$2.49M
3 +$1.81M
4
COP icon
ConocoPhillips
COP
+$1.77M
5
HELE icon
Helen of Troy
HELE
+$1.74M

Top Sells

1 +$3.14M
2 +$2.38M
3 +$1.26M
4
SALE
RetailMeNot, Inc. Series 1
SALE
+$1.09M
5
FBIN icon
Fortune Brands Innovations
FBIN
+$685K

Sector Composition

1 Energy 13.03%
2 Consumer Staples 12.18%
3 Industrials 9.83%
4 Communication Services 9.71%
5 Technology 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$34K 0.01%
810
202
$34K 0.01%
+350
203
$32K 0.01%
850
204
$32K 0.01%
552
205
$30K 0.01%
+370
206
$30K 0.01%
1,000
207
$29K 0.01%
320
208
$29K 0.01%
683
209
$28K 0.01%
+1,545
210
$26K 0.01%
500
211
$26K 0.01%
400
212
$25K 0.01%
270
213
$25K 0.01%
292
214
$24K 0.01%
300
215
$24K 0.01%
400
216
$23K 0.01%
418
+218
217
$23K 0.01%
307
+112
218
$21K 0.01%
533
219
$21K 0.01%
255
220
$21K 0.01%
+250
221
$20K 0.01%
275
222
$20K 0.01%
824
223
$20K 0.01%
+872
224
$20K 0.01%
+300
225
$19K 0.01%
+550