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
$448M
AUM Growth
+$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$3.1M
2
+$3.06M
3
+$2.92M
4
BDX icon
Becton Dickinson
BDX
+$2.77M
5
AME icon
Ametek
AME
+$2.51M

Top Sells

1
+$3.75M
2
+$3.08M
3
+$2.72M
4
KMB icon
Kimberly-Clark
KMB
+$2.65M
5
PAYX icon
Paychex
PAYX
+$1.79M

Sector Composition

1 Industrials 13.1%
2 Financials 12.22%
3 Healthcare 12.02%
4 Consumer Staples 9.94%
5 Technology 9.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$66K 0.01%
589
202
$64K 0.01%
+1,540
203
$63K 0.01%
1,564
204
$63K 0.01%
772
+1
205
$63K 0.01%
1,000
206
$62K 0.01%
721
+167
207
$62K 0.01%
684
208
$61K 0.01%
1,190
-300
209
$61K 0.01%
915
+215
210
$61K 0.01%
959
211
$60K 0.01%
766
212
$60K 0.01%
450
213
$59K 0.01%
+1,500
214
$57K 0.01%
758
+240
215
$57K 0.01%
1,736
216
$57K 0.01%
797
+1
217
$55K 0.01%
223
218
$55K 0.01%
750
219
$55K 0.01%
1,000
220
$54K 0.01%
1,473
-615
221
$52K 0.01%
1,725
222
$52K 0.01%
1,546
223
$50K 0.01%
1,329
224
$49K 0.01%
+860
225
$48K 0.01%
500
7 8
9
10 11