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
$405M
AUM Growth
+$26.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
322
New
Increased
Reduced
Closed

Top Buys

1
+$7.49M
2
+$6.8M
3
+$5.81M
4
GS icon
Goldman Sachs
GS
+$4.34M
5
AMZN icon
Amazon
AMZN
+$3.74M

Top Sells

1
+$5.08M
2
+$2.57M
3
+$2.48M
4
AGN
Allergan plc
AGN
+$2.32M
5
KMB icon
Kimberly-Clark
KMB
+$1.66M

Sector Composition

1 Industrials 14.47%
2 Healthcare 11.72%
3 Consumer Staples 11.51%
4 Financials 10.12%
5 Energy 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$47K 0.01%
1,546
202
$47K 0.01%
750
-293
203
$45K 0.01%
550
204
$45K 0.01%
552
205
$44K 0.01%
1,064
206
$43K 0.01%
390
207
$42K 0.01%
1,725
208
$42K 0.01%
+400
209
$42K 0.01%
603
210
$41K 0.01%
554
211
$40K 0.01%
1,300
212
$40K 0.01%
350
213
$39K 0.01%
631
214
$38K 0.01%
1,138
+2
215
$38K 0.01%
1,350
-1,250
216
$37K 0.01%
223
217
$37K 0.01%
502
218
$35K 0.01%
587
219
$35K 0.01%
698
220
$35K 0.01%
683
221
$34K 0.01%
1,195
222
$34K 0.01%
250
223
$33K 0.01%
1,047
224
$33K 0.01%
246
225
$33K 0.01%
+1,350
7 8
9
10 11