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
$286M
AUM Growth
+$25.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
289
New
Increased
Reduced
Closed

Top Buys

1
+$7.53M
2
+$3.25M
3
+$2.94M
4
NLSN
Nielsen Holdings plc
NLSN
+$2.67M
5
FCX icon
Freeport-McMoran
FCX
+$2.56M

Top Sells

1
+$5.61M
2
+$4.77M
3
+$4.2M
4
TPR icon
Tapestry
TPR
+$2.58M
5
CBRE icon
CBRE Group
CBRE
+$2.55M

Sector Composition

1 Energy 14.22%
2 Consumer Staples 11.96%
3 Communication Services 10.19%
4 Industrials 9.68%
5 Technology 9.55%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12.6M 4.4%
387,356
+17,734
2
$11.9M 4.17%
595,000
+6,692
3
$11.6M 4.04%
282,389
+35,583
4
$8.87M 3.1%
123,865
-1,130
5
$7.84M 2.74%
339,457
+31,630
6
$7.71M 2.7%
131,137
+128,137
7
$7.61M 2.66%
102,276
+3,078
8
$7.59M 2.66%
32,258
+13,793
9
$7.56M 2.65%
338,622
-99,971
10
$7.22M 2.53%
146,960
+2,860
11
$7.21M 2.53%
82,813
+9,937
12
$7.01M 2.45%
87,789
+4,590
13
$6.84M 2.39%
148,326
+3,277
14
$6.65M 2.33%
427,149
+76,322
15
$6.33M 2.22%
127,750
+4,139
16
$6.32M 2.21%
190,536
+1,778
17
$6.21M 2.17%
1,208
+154
18
$6.19M 2.17%
75,336
+1,403
19
$5.87M 2.05%
108,851
+6,936
20
$5.45M 1.91%
83,558
+2,887
21
$5.4M 1.89%
214,765
+22,597
22
$5.39M 1.89%
306,564
23
$5.34M 1.87%
159,765
24
$5.16M 1.81%
252,316
+944
25
$4.89M 1.71%
314,037
+763
1
2 3 4 5