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
$675M
AUM Growth
+$86.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
504
New
Increased
Reduced
Closed

Top Buys

1
+$3.83M
2
+$2.87M
3
+$2.72M
4
AAPL icon
Apple
AAPL
+$2.43M
5
AMZN icon
Amazon
AMZN
+$1.87M

Top Sells

1
+$852K
2
+$680K
3
+$513K
4
BRK.A icon
Berkshire Hathaway Class A
BRK.A
+$340K
5
CL icon
Colgate-Palmolive
CL
+$237K

Sector Composition

1 Technology 16.53%
2 Industrials 12.17%
3 Financials 11.87%
4 Healthcare 11.39%
5 Communication Services 7.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$29.5M 4.36%
402,468
+33,080
2
$21.4M 3.15%
135,504
+8,215
3
$17.9M 2.63%
266,640
+8,960
4
$17.1M 2.53%
185,420
+20,200
5
$15.2M 2.24%
66,184
+4,251
6
$15.2M 2.24%
46,759
+540
7
$15M 2.22%
84,955
+1,003
8
$14.6M 2.15%
69,136
+1,091
9
$14.2M 2.09%
97,938
+3,215
10
$12.9M 1.9%
119,087
+6,043
11
$12.8M 1.89%
78,225
-9
12
$12.4M 1.83%
166,740
+7,056
13
$12.3M 1.81%
120,749
+37,707
14
$11.8M 1.74%
138,182
+2,938
15
$11.7M 1.72%
35,786
+3,546
16
$11.1M 1.63%
88,817
+4,170
17
$11M 1.62%
52,722
+967
18
$10.9M 1.61%
73,724
-280
19
$10.7M 1.58%
76,824
+5,000
20
$10.7M 1.57%
178,038
+3,601
21
$9.76M 1.44%
44,429
+1,248
22
$9.75M 1.44%
97,772
23
$9.2M 1.36%
191,861
+22,298
24
$9.06M 1.34%
34,138
+1,945
25
$8.91M 1.31%
22,883
+173
1
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