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
$393M
AUM Growth
-$10.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
361
New
Increased
Reduced
Closed

Top Buys

1
+$7.02M
2
+$4.64M
3
+$4.22M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$2.16M
5
PAYX icon
Paychex
PAYX
+$1.26M

Top Sells

1
+$10.4M
2
+$4.67M
3
+$3.51M
4
COP icon
ConocoPhillips
COP
+$3.26M
5
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$2.08M

Sector Composition

1 Healthcare 16.92%
2 Industrials 15.15%
3 Consumer Staples 13.18%
4 Financials 9.46%
5 Communication Services 9.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15.3M 3.91%
346,264
+3,555
2
$14.7M 3.74%
141,747
+321
3
$14.6M 3.72%
536,400
-2,868
4
$11.2M 2.85%
104,625
-1,004
5
$10.6M 2.69%
372,564
6
$10.4M 2.66%
90,518
-1,127
7
$10.4M 2.66%
166,643
+112,076
8
$10.3M 2.63%
100,730
+717
9
$10.2M 2.59%
188,044
-417
10
$9.97M 2.54%
189,389
-9,426
11
$9.39M 2.39%
73,385
+345
12
$9.19M 2.34%
240,780
+56,520
13
$8.84M 2.25%
62,396
+2,386
14
$8.69M 2.21%
225,124
+164
15
$8.24M 2.1%
64,908
+2,057
16
$7.81M 1.99%
125,960
-21,480
17
$7.78M 1.98%
80,531
+2,644
18
$7.73M 1.97%
140,382
-731
19
$7.51M 1.91%
108,365
+135
20
$7.39M 1.88%
75,331
+4,589
21
$7.3M 1.86%
540,287
-40,333
22
$7.27M 1.85%
295,293
+230
23
$7.17M 1.82%
26,735
+393
24
$7.09M 1.8%
46,509
+6,592
25
$7.03M 1.79%
371,262
-17,810
1
2 3 4 5