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
$448M
AUM Growth
+$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
378
New
Increased
Reduced
Closed

Top Buys

1
+$3.1M
2
+$3.06M
3
+$2.92M
4
BDX icon
Becton Dickinson
BDX
+$2.77M
5
AME icon
Ametek
AME
+$2.51M

Top Sells

1
+$3.75M
2
+$3.08M
3
+$2.72M
4
KMB icon
Kimberly-Clark
KMB
+$2.65M
5
PAYX icon
Paychex
PAYX
+$1.79M

Sector Composition

1 Industrials 13.1%
2 Financials 12.22%
3 Healthcare 12.02%
4 Consumer Staples 9.94%
5 Technology 9.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12.7M 2.84%
298,224
-32
2
$12.7M 2.83%
49,930
-2,065
3
$11.7M 2.61%
182,657
-807
4
$11.2M 2.5%
291,264
+532
5
$11.2M 2.5%
82,372
+1,421
6
$10.9M 2.43%
223,340
+3,180
7
$10.6M 2.36%
138,226
-3,096
8
$9.02M 2.01%
66,797
-2,968
9
$8.8M 1.96%
97,236
-1,274
10
$8.73M 1.95%
137,729
+205
11
$8.68M 1.94%
45,882
-583
12
$8.68M 1.94%
116,476
+902
13
$8.67M 1.94%
106,667
-4,856
14
$8.43M 1.88%
61,638
-4,631
15
$8.3M 1.85%
84,247
+5,515
16
$7.75M 1.73%
297,310
+1,854
17
$7.56M 1.69%
348,269
+910
18
$7.49M 1.67%
92,436
+2,379
19
$7.17M 1.6%
55,378
-827
20
$7.05M 1.57%
37,803
+887
21
$6.93M 1.55%
62,420
+1,914
22
$6.75M 1.51%
388,512
-633
23
$6.74M 1.5%
198,839
+3,395
24
$6.45M 1.44%
97,645
+38,000
25
$6.16M 1.37%
77,359
+620
1
2 3 4 5