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
$391M
AUM Growth
-$2.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
343
New
Increased
Reduced
Closed

Top Buys

1
+$3.18M
2
+$1.91M
3
+$1.87M
4
AON icon
Aon
AON
+$1.86M
5
NEE icon
NextEra Energy
NEE
+$1.47M

Top Sells

1
+$5.37M
2
+$4.57M
3
+$3.46M
4
BK icon
Bank of New York Mellon
BK
+$3.29M
5
AGN
Allergan plc
AGN
+$2.74M

Sector Composition

1 Industrials 14.95%
2 Healthcare 14.6%
3 Consumer Staples 13.34%
4 Financials 8.89%
5 Communication Services 8.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$41K 0.01%
1,300
202
$41K 0.01%
552
203
$41K 0.01%
1,100
204
$40K 0.01%
1,122
205
$40K 0.01%
823
206
$39K 0.01%
2,807
207
$38K 0.01%
231
208
$38K 0.01%
650
+2
209
$38K 0.01%
450
210
$38K 0.01%
350
211
$38K 0.01%
683
212
$37K 0.01%
1,384
213
$37K 0.01%
690
214
$36K 0.01%
400
215
$35K 0.01%
1,134
+14
216
$35K 0.01%
1,725
217
$35K 0.01%
510
218
$35K 0.01%
472
219
$35K 0.01%
631
220
$35K 0.01%
698
221
$34K 0.01%
367
222
$34K 0.01%
587
223
$33K 0.01%
502
224
$30K 0.01%
1,195
225
$30K 0.01%
525
7 8
9
10 11