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
$427M
AUM Growth
+$21.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
361
New
Increased
Reduced
Closed

Top Buys

1
+$5.01M
2
+$4.62M
3
+$4.27M
4
JNJ icon
Johnson & Johnson
JNJ
+$3.56M
5
ITW icon
Illinois Tool Works
ITW
+$2.93M

Top Sells

1
+$5.11M
2
+$4.59M
3
+$4.19M
4
GS icon
Goldman Sachs
GS
+$3.87M
5
BMY icon
Bristol-Myers Squibb
BMY
+$3.67M

Sector Composition

1 Industrials 14.63%
2 Consumer Staples 10.9%
3 Financials 10.88%
4 Healthcare 10.5%
5 Technology 9.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$66K 0.02%
1,564
+500
202
$65K 0.02%
+1,000
203
$64K 0.02%
766
204
$64K 0.02%
+4,000
205
$63K 0.01%
959
206
$62K 0.01%
+2,000
207
$62K 0.01%
589
208
$61K 0.01%
1,736
209
$61K 0.01%
1,658
+1,200
210
$59K 0.01%
1,854
+1,000
211
$55K 0.01%
2,025
+300
212
$55K 0.01%
1,546
213
$54K 0.01%
900
+400
214
$54K 0.01%
1,000
215
$52K 0.01%
2,803
216
$52K 0.01%
1,000
217
$51K 0.01%
750
-300
218
$51K 0.01%
453
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219
$50K 0.01%
450
220
$50K 0.01%
1,000
221
$49K 0.01%
500
222
$49K 0.01%
706
223
$48K 0.01%
954
-100
224
$48K 0.01%
550
225
$48K 0.01%
750
7 8
9
10 11