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
$413M
AUM Growth
+$14.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
383
New
Increased
Reduced
Closed

Top Buys

1
+$4.76M
2
+$4.13M
3
+$1.67M
4
MNK
MALLINCKRODT PUBLIC LIMITED COMPANY
MNK
+$1.39M
5
STWD icon
Starwood Property Trust
STWD
+$1.04M

Top Sells

1
+$7.76M
2
+$1.27M
3
+$1.09M
4
KRFT
KRAFT FOODS GROUP INC COM STK (VA)
KRFT
+$637K
5
BAX icon
Baxter International
BAX
+$462K

Sector Composition

1 Healthcare 13.04%
2 Industrials 11.91%
3 Energy 11.36%
4 Consumer Staples 9.5%
5 Consumer Discretionary 9.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$57K 0.01%
572
202
$57K 0.01%
650
203
$56K 0.01%
545
-248
204
$56K 0.01%
362
205
$56K 0.01%
1,122
206
$54K 0.01%
857
207
$54K 0.01%
259
208
$54K 0.01%
547
209
$54K 0.01%
589
-200
210
$54K 0.01%
690
-200
211
$50K 0.01%
681
212
$49K 0.01%
4,759
213
$49K 0.01%
429
214
$49K 0.01%
2,278
215
$49K 0.01%
3,234
216
$48K 0.01%
425
217
$48K 0.01%
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218
$46K 0.01%
552
219
$46K 0.01%
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220
$45K 0.01%
536
221
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603
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222
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223
$44K 0.01%
500
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224
$44K 0.01%
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225
$44K 0.01%
3,000
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