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
$430M
AUM Growth
+$3.12M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
370
New
Increased
Reduced
Closed

Top Buys

1
+$3.18M
2
+$2.96M
3
+$2.83M
4
BDX icon
Becton Dickinson
BDX
+$2.69M
5
IRM icon
Iron Mountain
IRM
+$2.36M

Top Sells

1
+$7.39M
2
+$6.38M
3
+$3.35M
4
BAH icon
Booz Allen Hamilton
BAH
+$3.34M
5
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$2.8M

Sector Composition

1 Industrials 13.63%
2 Financials 11.73%
3 Healthcare 11.57%
4 Consumer Staples 11.49%
5 Technology 8.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16M 3.72%
298,256
-8,099
2
$10.5M 2.44%
141,322
+4,860
3
$10.5M 2.44%
290,732
-1,984
4
$10.3M 2.41%
80,951
-4,060
5
$10.3M 2.39%
51,995
-564
6
$10.2M 2.38%
137,524
-2,082
7
$10.2M 2.38%
220,160
-1,360
8
$9.85M 2.29%
183,464
-6,132
9
$8.97M 2.09%
111,523
-2,987
10
$8.77M 2.04%
66,269
-2,212
11
$8.63M 2.01%
69,765
-3,121
12
$8.37M 1.95%
78,732
+10,429
13
$8.3M 1.93%
98,510
-1,936
14
$8.11M 1.89%
46,465
-761
15
$8M 1.86%
295,456
-2,605
16
$7.97M 1.85%
115,574
+1,829
17
$7.78M 1.81%
347,359
-5,597
18
$7.11M 1.65%
60,506
-140
19
$7.04M 1.64%
90,057
-17,985
20
$7M 1.63%
56,205
+16,270
21
$6.99M 1.63%
389,145
-4,333
22
$6.69M 1.56%
76,739
+1,100
23
$6.23M 1.45%
195,444
-10,288
24
$5.96M 1.39%
36,916
+581
25
$5.7M 1.33%
235,380
1
2 3 4 5