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
$403M
AUM Growth
+$23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
397
New
Increased
Reduced
Closed

Top Buys

1
+$7.17M
2
+$4.45M
3
+$4.17M
4
BK icon
Bank of New York Mellon
BK
+$3.55M
5
LOB icon
Live Oak Bancshares
LOB
+$3.34M

Top Sells

1
+$6.55M
2
+$4.52M
3
+$3.59M
4
KMI icon
Kinder Morgan
KMI
+$2.65M
5
WPZ
Williams Partners L.P.
WPZ
+$1.48M

Sector Composition

1 Healthcare 16.43%
2 Industrials 14.42%
3 Consumer Staples 11.2%
4 Financials 9.93%
5 Communication Services 7.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$48K 0.01%
1,122
202
$48K 0.01%
2,278
203
$47K 0.01%
554
204
$47K 0.01%
1,095
205
$46K 0.01%
675
206
$45K 0.01%
3,000
207
$45K 0.01%
400
208
$45K 0.01%
365
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209
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1,050
210
$45K 0.01%
681
211
$44K 0.01%
3,517
-400
212
$43K 0.01%
+505
213
$43K 0.01%
4,459
214
$43K 0.01%
603
215
$43K 0.01%
550
216
$42K 0.01%
945
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217
$42K 0.01%
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218
$41K 0.01%
225
219
$41K 0.01%
4,000
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220
$41K 0.01%
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221
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1,000
222
$41K 0.01%
1,053
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223
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1,000
224
$40K 0.01%
2,300
225
$40K 0.01%
1,249
7 8
9
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