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
$391M
AUM Growth
-$2.04M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
343
New
Increased
Reduced
Closed

Top Buys

1
+$3.18M
2
+$1.91M
3
+$1.87M
4
AON icon
Aon
AON
+$1.86M
5
NEE icon
NextEra Energy
NEE
+$1.47M

Top Sells

1
+$5.37M
2
+$4.57M
3
+$3.46M
4
BK icon
Bank of New York Mellon
BK
+$3.29M
5
AGN
Allergan plc
AGN
+$2.74M

Sector Composition

1 Industrials 14.95%
2 Healthcare 14.6%
3 Consumer Staples 13.34%
4 Financials 8.89%
5 Communication Services 8.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17.4M 4.44%
357,329
+11,065
2
$12.4M 3.18%
129,891
-11,856
3
$11.3M 2.9%
101,997
-2,628
4
$10.9M 2.8%
96,274
-4,456
5
$10.5M 2.7%
188,688
+644
6
$10.1M 2.6%
147,129
-19,514
7
$9.98M 2.56%
192,095
+2,706
8
$9.92M 2.54%
87,543
-2,975
9
$9.36M 2.4%
372,564
10
$8.75M 2.24%
59,195
-3,201
11
$8.72M 2.23%
298,063
+2,770
12
$8.55M 2.19%
242,960
+2,180
13
$8.47M 2.17%
65,210
+302
14
$8.29M 2.12%
227,019
+1,895
15
$8.08M 2.07%
389,934
+18,672
16
$8.02M 2.05%
125,290
-670
17
$7.81M 2%
263,599
+64,571
18
$7.56M 1.93%
50,095
+3,586
19
$7.5M 1.92%
80,053
-478
20
$7.45M 1.91%
311,580
-224,820
21
$7.11M 1.82%
535,723
-4,564
22
$6.87M 1.76%
126,159
-14,223
23
$6.46M 1.65%
193,508
+3,537
24
$6.35M 1.63%
70,059
-3,326
25
$6.29M 1.61%
81,724
1
2 3 4 5