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
$507M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
376
New
Increased
Reduced
Closed

Top Buys

1
+$3.63M
2
+$2.79M
3
+$2.71M
4
UN
Unilever NV New York Registry Shares
UN
+$2.67M
5
MS icon
Morgan Stanley
MS
+$1.74M

Top Sells

1
+$5.71M
2
+$4.49M
3
+$3.17M
4
CADE icon
Cadence Bank
CADE
+$2.98M
5
PAYX icon
Paychex
PAYX
+$2.69M

Sector Composition

1 Financials 13.94%
2 Industrials 12.16%
3 Technology 12.14%
4 Healthcare 10.78%
5 Consumer Discretionary 7.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$76K 0.02%
1,000
202
$75K 0.01%
4,691
203
$75K 0.01%
1,202
204
$75K 0.01%
686
+1
205
$74K 0.01%
959
206
$72K 0.01%
845
207
$70K 0.01%
1,202
-88
208
$70K 0.01%
589
209
$68K 0.01%
1,293
210
$67K 0.01%
2,270
211
$67K 0.01%
915
212
$66K 0.01%
839
213
$66K 0.01%
1,641
+561
214
$65K 0.01%
212
215
$65K 0.01%
774
+1
216
$64K 0.01%
1,400
217
$63K 0.01%
1,005
218
$62K 0.01%
1,000
219
$61K 0.01%
1,268
220
$60K 0.01%
982
221
$60K 0.01%
438
222
$59K 0.01%
750
223
$58K 0.01%
524
224
$57K 0.01%
3,520
225
$57K 0.01%
1,031
7 8
9
10 11