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
$405M
AUM Growth
+$26.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
322
New
Increased
Reduced
Closed

Top Buys

1
+$7.49M
2
+$6.8M
3
+$5.81M
4
GS icon
Goldman Sachs
GS
+$4.34M
5
AMZN icon
Amazon
AMZN
+$3.74M

Top Sells

1
+$5.08M
2
+$2.57M
3
+$2.48M
4
AGN
Allergan plc
AGN
+$2.32M
5
KMB icon
Kimberly-Clark
KMB
+$1.66M

Sector Composition

1 Industrials 14.47%
2 Healthcare 11.72%
3 Consumer Staples 11.51%
4 Financials 10.12%
5 Energy 8.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.5M 3.59%
325,477
-5,604
2
$10.6M 2.61%
95,220
+2,109
3
$10.1M 2.49%
189,005
+8,484
4
$9.98M 2.46%
147,626
-4,373
5
$9.52M 2.35%
120,675
-4,140
6
$9.39M 2.32%
80,168
-776
7
$9.34M 2.31%
128,616
+13,414
8
$8.96M 2.21%
226,140
+4,600
9
$8.84M 2.18%
56,812
-1,600
10
$8.44M 2.08%
79,869
-6,573
11
$8.38M 2.07%
232,268
-11,570
12
$8.29M 2.05%
286,244
-1,180
13
$8.13M 2.01%
376,864
+4,300
14
$8.08M 2%
204,786
+428
15
$7.97M 1.97%
294,916
+2,590
16
$7.88M 1.95%
359,097
-14,841
17
$7.61M 1.88%
394,082
+6,218
18
$7.51M 1.85%
101,390
+101,113
19
$7.44M 1.84%
49,153
-252
20
$7.28M 1.8%
96,040
+89,758
21
$7.08M 1.75%
50,212
-915
22
$6.86M 1.69%
110,455
+6,427
23
$6.86M 1.69%
163,629
-11,563
24
$6.81M 1.68%
75,475
+64,427
25
$6.64M 1.64%
215,651
+18,709
1
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