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
$379M
AUM Growth
-$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1
+$3.25M
2
+$2.38M
3
+$2.12M
4
KMB icon
Kimberly-Clark
KMB
+$1.96M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.81M

Top Sells

1
+$8.19M
2
+$5.51M
3
+$4.27M
4
PARA
Paramount Global Class B
PARA
+$3.28M
5
NWL icon
Newell Brands
NWL
+$1.38M

Sector Composition

1 Industrials 15.31%
2 Consumer Staples 14.38%
3 Healthcare 13.81%
4 Technology 7.96%
5 Communication Services 7.92%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$42K 0.01%
573
-250
202
$41K 0.01%
+223
203
$41K 0.01%
1,725
204
$41K 0.01%
+50
205
$40K 0.01%
650
206
$40K 0.01%
1,300
207
$39K 0.01%
930
+185
208
$39K 0.01%
854
-201
209
$38K 0.01%
350
210
$37K 0.01%
1,136
+2
211
$37K 0.01%
631
212
$36K 0.01%
683
213
$35K 0.01%
400
214
$34K 0.01%
636
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215
$34K 0.01%
698
216
$34K 0.01%
502
217
$33K 0.01%
510
218
$33K 0.01%
587
219
$32K 0.01%
1,195
220
$32K 0.01%
1,542
221
$31K 0.01%
270
222
$31K 0.01%
300
223
$31K 0.01%
250
224
$30K 0.01%
636
225
$30K 0.01%
292
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9
10 11