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
$507M
AUM Growth
+$12.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
376
New
Increased
Reduced
Closed

Top Buys

1
+$3.63M
2
+$2.79M
3
+$2.71M
4
UN
Unilever NV New York Registry Shares
UN
+$2.67M
5
MS icon
Morgan Stanley
MS
+$1.74M

Top Sells

1
+$5.71M
2
+$4.49M
3
+$3.17M
4
CADE icon
Cadence Bank
CADE
+$2.98M
5
PAYX icon
Paychex
PAYX
+$2.69M

Sector Composition

1 Financials 13.94%
2 Industrials 12.16%
3 Technology 12.14%
4 Healthcare 10.78%
5 Consumer Discretionary 7.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.1M 2.78%
304,852
+2,176
2
$13M 2.57%
231,140
+2,480
3
$12.5M 2.46%
126,488
+1,429
4
$11.6M 2.29%
84,045
-164
5
$11.3M 2.23%
139,668
-1,952
6
$11.3M 2.22%
68,862
+160
7
$10.5M 2.07%
123,800
+3,000
8
$10.5M 2.07%
126,226
-53,980
9
$10.4M 2.05%
74,175
+6,107
10
$10.1M 1.99%
48,673
-18
11
$9.98M 1.97%
29,762
+358
12
$9.77M 1.93%
99,709
-1,128
13
$9.47M 1.87%
65,674
+877
14
$9.06M 1.78%
86,403
+1,828
15
$8.56M 1.69%
309,243
+4,148
16
$8.14M 1.61%
163,837
+6,310
17
$8.02M 1.58%
41,498
+358
18
$7.87M 1.55%
151,456
-639
19
$7.77M 1.53%
75,719
-440
20
$7.56M 1.49%
246,590
+13,210
21
$7.26M 1.43%
31,051
+557
22
$7.15M 1.41%
207,698
-2,825
23
$7.05M 1.39%
97,645
24
$7.02M 1.38%
51,195
+966
25
$6.95M 1.37%
94,484
+84
1
2 3 4 5