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
$260M
AUM Growth
+$13.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
277
New
Increased
Reduced
Closed

Top Buys

1
+$2.99M
2
+$1.99M
3
+$1.81M
4
PM icon
Philip Morris
PM
+$1.58M
5
YHOO
Yahoo Inc
YHOO
+$1.49M

Top Sells

1
+$5.02M
2
+$4.54M
3
+$1.33M
4
SBH icon
Sally Beauty Holdings
SBH
+$1.29M
5
BX icon
Blackstone
BX
+$1.05M

Sector Composition

1 Energy 14.55%
2 Consumer Staples 13.15%
3 Consumer Discretionary 9.38%
4 Real Estate 9.06%
5 Technology 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$10.2M 3.91%
369,622
+2,814
2
$10M 3.85%
588,308
+47,292
3
$8.48M 3.26%
438,593
+56,702
4
$7.96M 3.06%
246,806
+3,302
5
$7.23M 2.78%
307,827
+12,749
6
$7.09M 2.73%
124,995
-88,408
7
$6.77M 2.6%
145,049
+8,081
8
$6.73M 2.59%
144,100
+8,249
9
$6.59M 2.54%
51,429
+495
10
$6.29M 2.42%
99,198
-1,426
11
$6.17M 2.37%
83,199
+4,901
12
$6.02M 2.32%
129,924
+13,395
13
$5.88M 2.26%
123,611
+342
14
$5.77M 2.22%
72,876
+1,988
15
$5.76M 2.22%
188,758
+3,850
16
$5.44M 2.09%
73,933
+8,677
17
$5.35M 2.06%
101,915
-2,129
18
$5.16M 1.99%
1,054
+20
19
$4.91M 1.89%
192,168
+5,353
20
$4.91M 1.89%
159,765
21
$4.84M 1.86%
350,827
+510
22
$4.78M 1.84%
80,671
-617
23
$4.78M 1.84%
306,564
24
$4.73M 1.82%
313,274
+32,957
25
$4.4M 1.69%
50,827
+18,278
1
2 3 4 5