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
$380M
AUM Growth
-$32.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
398
New
Increased
Reduced
Closed

Top Buys

1
+$6.93M
2
+$3.31M
3
+$3.17M
4
HBI icon
Hanesbrands
HBI
+$1.91M
5
BA icon
Boeing
BA
+$1.23M

Top Sells

1
+$8.66M
2
+$3.86M
3
+$1.77M
4
MNK
MALLINCKRODT PUBLIC LIMITED COMPANY
MNK
+$1.41M
5
IJJ icon
iShares S&P Mid-Cap 400 Value ETF
IJJ
+$1.01M

Sector Composition

1 Healthcare 15.18%
2 Industrials 13.14%
3 Consumer Staples 10.48%
4 Energy 9.25%
5 Technology 8.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$60K 0.02%
3,917
202
$59K 0.02%
+845
203
$59K 0.02%
+1,288
204
$58K 0.02%
+1,500
205
$57K 0.02%
+2,184
206
$57K 0.02%
3,000
207
$56K 0.01%
1,018
208
$55K 0.01%
3,000
209
$54K 0.01%
1,450
-1,200
210
$53K 0.01%
857
211
$50K 0.01%
650
212
$50K 0.01%
589
213
$50K 0.01%
1,000
214
$49K 0.01%
+1,696
215
$48K 0.01%
885
-15
216
$48K 0.01%
+227
217
$47K 0.01%
545
218
$47K 0.01%
425
219
$47K 0.01%
1,122
220
$47K 0.01%
3,500
221
$46K 0.01%
+1,120
222
$46K 0.01%
554
+400
223
$46K 0.01%
3,234
224
$45K 0.01%
1,095
-448
225
$45K 0.01%
644
7 8
9
10 11