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
$430M
AUM Growth
+$3.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
370
New
Increased
Reduced
Closed

Top Buys

1
+$3.18M
2
+$2.96M
3
+$2.83M
4
BDX icon
Becton Dickinson
BDX
+$2.69M
5
IRM icon
Iron Mountain
IRM
+$2.36M

Top Sells

1
+$7.39M
2
+$6.38M
3
+$3.35M
4
BAH icon
Booz Allen Hamilton
BAH
+$3.34M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$2.8M

Sector Composition

1 Industrials 13.63%
2 Financials 11.73%
3 Healthcare 11.57%
4 Consumer Staples 11.49%
5 Technology 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$65K 0.02%
2,000
-2,600
202
$64K 0.01%
1,000
-500
203
$63K 0.01%
589
204
$61K 0.01%
771
+168
205
$61K 0.01%
684
+134
206
$61K 0.01%
959
207
$56K 0.01%
+2,198
208
$55K 0.01%
450
209
$55K 0.01%
1,000
210
$55K 0.01%
750
211
$54K 0.01%
808
+373
212
$54K 0.01%
1,736
213
$54K 0.01%
796
+165
214
$52K 0.01%
1,725
-300
215
$51K 0.01%
543
+279
216
$50K 0.01%
1,546
217
$49K 0.01%
1,000
218
$46K 0.01%
390
219
$46K 0.01%
554
220
$46K 0.01%
1,329
221
$46K 0.01%
846
+163
222
$45K 0.01%
500
223
$45K 0.01%
1,000
224
$44K 0.01%
1,148
+9
225
$44K 0.01%
681
-1,400
7 8
9
10 11