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
$675M
AUM Growth
+$86.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
504
New
Increased
Reduced
Closed

Top Buys

1
+$3.83M
2
+$2.87M
3
+$2.72M
4
AAPL icon
Apple
AAPL
+$2.43M
5
AMZN icon
Amazon
AMZN
+$1.87M

Top Sells

1
+$852K
2
+$680K
3
+$513K
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$340K
5
CL icon
Colgate-Palmolive
CL
+$237K

Sector Composition

1 Technology 16.53%
2 Industrials 12.17%
3 Financials 11.87%
4 Healthcare 11.39%
5 Communication Services 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$149K 0.02%
7,530
+6,460
202
$148K 0.02%
2,797
+448
203
$147K 0.02%
2,940
204
$147K 0.02%
4,600
205
$146K 0.02%
302
206
$145K 0.02%
+3,000
207
$143K 0.02%
545
208
$142K 0.02%
1,747
-189
209
$140K 0.02%
923
-50
210
$138K 0.02%
1,960
211
$138K 0.02%
769
212
$137K 0.02%
2,540
213
$137K 0.02%
2,330
214
$136K 0.02%
1,799
+10
215
$135K 0.02%
1,056
216
$134K 0.02%
558
217
$131K 0.02%
742
218
$128K 0.02%
5,000
219
$127K 0.02%
2,354
+765
220
$127K 0.02%
2,030
+150
221
$126K 0.02%
+3,000
222
$121K 0.02%
1,588
223
$121K 0.02%
2,017
+618
224
$121K 0.02%
1,542
225
$118K 0.02%
6,264
+140
7 8
9
10 11