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
$393M
AUM Growth
-$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
361
New
Increased
Reduced
Closed

Top Buys

1
+$7.02M
2
+$4.64M
3
+$4.22M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.16M
5
PAYX icon
Paychex
PAYX
+$1.26M

Top Sells

1
+$10.4M
2
+$4.67M
3
+$3.51M
4
COP icon
ConocoPhillips
COP
+$3.26M
5
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$2.08M

Sector Composition

1 Healthcare 16.92%
2 Industrials 15.15%
3 Consumer Staples 13.18%
4 Financials 9.46%
5 Communication Services 9.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$37K 0.01%
1,120
+1
202
$37K 0.01%
2,807
203
$37K 0.01%
450
-200
204
$37K 0.01%
1,384
205
$37K 0.01%
350
206
$37K 0.01%
552
207
$37K 0.01%
1,000
208
$36K 0.01%
500
209
$36K 0.01%
1,725
210
$36K 0.01%
648
211
$36K 0.01%
683
212
$35K 0.01%
510
213
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275
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214
$35K 0.01%
4,459
215
$35K 0.01%
631
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216
$34K 0.01%
231
217
$33K 0.01%
367
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218
$33K 0.01%
1,300
219
$32K 0.01%
400
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220
$32K 0.01%
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221
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698
222
$32K 0.01%
502
223
$31K 0.01%
745
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224
$31K 0.01%
1,195
225
$31K 0.01%
472
7 8
9
10 11