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
$379M
AUM Growth
-$11.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
341
New
Increased
Reduced
Closed

Top Buys

1
+$3.25M
2
+$2.38M
3
+$2.12M
4
KMB icon
Kimberly-Clark
KMB
+$1.96M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.81M

Top Sells

1
+$8.19M
2
+$5.51M
3
+$4.27M
4
PARA
Paramount Global Class B
PARA
+$3.28M
5
NWL icon
Newell Brands
NWL
+$1.38M

Sector Composition

1 Industrials 15.31%
2 Consumer Staples 14.38%
3 Healthcare 13.81%
4 Technology 7.95%
5 Communication Services 7.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17.4M 4.6%
331,081
-26,248
2
$11.1M 2.93%
124,815
-5,076
3
$10.3M 2.73%
93,111
-8,886
4
$9.89M 2.61%
80,944
-6,599
5
$9.8M 2.59%
86,442
-9,832
6
$9.61M 2.54%
151,999
+4,870
7
$9.41M 2.48%
372,564
8
$9.38M 2.48%
175,192
-16,903
9
$9.38M 2.48%
180,521
-8,167
10
$8.91M 2.35%
221,540
-21,420
11
$8.42M 2.22%
373,938
-15,996
12
$8.37M 2.21%
204,358
-22,661
13
$8.13M 2.15%
51,127
-8,068
14
$8.12M 2.14%
287,424
-24,156
15
$8.08M 2.13%
292,326
-5,737
16
$7.72M 2.04%
79,400
+21,846
17
$7.71M 2.03%
243,838
-19,761
18
$7.7M 2.03%
58,412
-6,798
19
$7.66M 2.02%
115,202
-10,088
20
$7.01M 1.85%
49,405
-690
21
$6.51M 1.72%
387,864
-3,642
22
$6.33M 1.67%
196,942
+3,434
23
$6.2M 1.64%
82,004
+280
24
$5.99M 1.58%
104,028
+3,256
25
$5.91M 1.56%
64,020
-6,039
1
2 3 4 5