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
$589M
AUM Growth
+$41.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
493
New
Increased
Reduced
Closed

Top Buys

1
+$6.75M
2
+$3.41M
3
+$3.11M
4
SAP icon
SAP
SAP
+$3.09M
5
AMZN icon
Amazon
AMZN
+$2.65M

Top Sells

1
+$6.71M
2
+$5.21M
3
+$874K
4
NLY icon
Annaly Capital Management
NLY
+$319K
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$312K

Sector Composition

1 Technology 15.35%
2 Industrials 13.08%
3 Financials 12.09%
4 Healthcare 10.93%
5 Communication Services 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$125K 0.02%
769
202
$125K 0.02%
2,330
+20
203
$124K 0.02%
302
+19
204
$123K 0.02%
588
205
$123K 0.02%
1,542
206
$122K 0.02%
1,397
+153
207
$120K 0.02%
24,400
208
$118K 0.02%
+5,000
209
$118K 0.02%
742
210
$116K 0.02%
1,880
211
$113K 0.02%
2,143
+871
212
$113K 0.02%
1,056
+56
213
$113K 0.02%
4,338
-161
214
$112K 0.02%
2,250
215
$112K 0.02%
1,588
216
$107K 0.02%
6,124
-1,600
217
$105K 0.02%
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218
$103K 0.02%
499
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219
$103K 0.02%
1,161
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220
$99K 0.02%
712
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221
$98K 0.02%
1,088
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222
$97K 0.02%
3,278
+2,389
223
$97K 0.02%
1,050
224
$96K 0.02%
+809
225
$94K 0.02%
326
7 8
9
10 11