- New Purchases: VIG, MCHI, LOW, ESI, AMAT, XLC, PANW, AWK, SNAP, FCPT, QLD, ZAYO, CYBR, 1WG, DNKN, AEF, MIC, IR, AMRN,
- Added Positions: CMCSA, MINT, GRIF, BRK.A, AAPL, COT, DGS, NEE, MCD, SRLN, DXC, BRK.B, IJR, AMJ, PEP, MU, DIS, NSC, PAYX, EFA, UPS, VZ, ABBV, NVS, NTRS, PG, CVS, EOG, NKE, KO, ATVI, MO, XLF, WTR, BSV, IVV, ABT, IBM, CRM, MDT, PM, VFH, DVY, IWF, SPY, IWD, IWB, IEMG, KHC, BLK, HD, COST, CAG,
- Reduced Positions: AMGN, NWL, VGK, BXS, IJH, PYPL, INTC, EWJ, DPLO, AMT, STWD, VYM, VWO, VOO, MSFT, XLP, TSS, AMLP, WM, SPGI, MPLX, PFE, JNJ, AXP, ACN, AVY, EPD, CVX, AMZN, ADP, ET, BABA, SWK, BDX, CCI, VTI, MDY, QQQ, BAC, GOOG, SSO, BKLN, XLK, VO, FB, AJG, SO, BIP, LVS, T, KMI, PFF, MGM, VEA, GEL, FLIR, DWDP, C, FUN, CAT, MMP, SBAC, HEDJ, TSLA, CHTR, V, BACPL.PFD, ASIX, YUMC, PRSP, TXN, SYK, ECON, EEM, GLD, XLV,
- Sold Out: ITW, REZI, BK, SPDW, FOXA, NOBL, EFV, CVET, GTX, WES, NEA, NLY,
For the details of KINGS POINT CAPITAL MANAGEMENT's stock buys and sells, go to https://www.gurufocus.com/guru/kings+point+capital+management/current-portfolio/portfolio
These are the top 5 holdings of KINGS POINT CAPITAL MANAGEMENT- Apple Inc (AAPL) - 82,105 shares, 3.10% of the total portfolio. Shares added by 6.41%
- Microsoft Corp (MSFT) - 123,038 shares, 2.88% of the total portfolio. Shares reduced by 1.45%
- Alphabet Inc (GOOGL) - 11,861 shares, 2.78% of the total portfolio. Shares reduced by 0.75%
- Honeywell International Inc (HON) - 80,518 shares, 2.54% of the total portfolio. Shares reduced by 0.56%
- Thermo Fisher Scientific Inc (TMO) - 46,186 shares, 2.51% of the total portfolio. Shares reduced by 0.92%
Kings Point Capital Management initiated holding in Vanguard Div Appreciation. The purchase prices were between $95.15 and $109.87, with an estimated average price of $105.3. The stock is now traded at around $110.93. The impact to a portfolio due to this purchase was 0.14%. The holding were 6,487 shares as of .
New Purchase: iShares MSCI China ETF (MCHI)Kings Point Capital Management initiated holding in iShares MSCI China ETF. The purchase prices were between $51 and $62.87, with an estimated average price of $58.88. The stock is now traded at around $59.12. The impact to a portfolio due to this purchase was 0.07%. The holding were 5,669 shares as of .
New Purchase: Lowe's Companies Inc (LOW)Kings Point Capital Management initiated holding in Lowe's Companies Inc. The purchase prices were between $91.17 and $109.47, with an estimated average price of $99.68. The stock is now traded at around $107.40. The impact to a portfolio due to this purchase was 0.04%. The holding were 2,000 shares as of .
New Purchase: Element Solutions Inc (ESI)Kings Point Capital Management initiated holding in Element Solutions Inc. The purchase prices were between $9.75 and $11.84, with an estimated average price of $11.08. The stock is now traded at around $11.04. The impact to a portfolio due to this purchase was 0.03%. The holding were 13,733 shares as of .
New Purchase: Applied Materials Inc (AMAT)Kings Point Capital Management initiated holding in Applied Materials Inc. The purchase prices were between $31.54 and $41.33, with an estimated average price of $37.87. The stock is now traded at around $41.52. The impact to a portfolio due to this purchase was 0.02%. The holding were 2,250 shares as of .
New Purchase: American Water Works Co Inc (AWK)Kings Point Capital Management initiated holding in American Water Works Co Inc. The purchase prices were between $88.77 and $107.2, with an estimated average price of $97.9. The stock is now traded at around $111.09. The impact to a portfolio due to this purchase was 0.01%. The holding were 547 shares as of .
Added: Comcast Corp (CMCSA)Kings Point Capital Management added to a holding in Comcast Corp by 1157.36%. The purchase prices were between $34.05 and $40.47, with an estimated average price of $37.55. The stock is now traded at around $42.26. The impact to a portfolio due to this purchase was 0.9%. The holding were 123,309 shares as of .
Added: PIMCO Enhanced Short Maturity Active Exchange-Trad (MINT)Kings Point Capital Management added to a holding in PIMCO Enhanced Short Maturity Active Exchange-Trad by 66.08%. The purchase prices were between $100.95 and $101.56, with an estimated average price of $101.29. The stock is now traded at around $101.56. The impact to a portfolio due to this purchase was 0.56%. The holding were 69,249 shares as of .
Added: Griffin Industrial Realty Inc (GRIF)Kings Point Capital Management added to a holding in Griffin Industrial Realty Inc by 404.04%. The purchase prices were between $31.05 and $37.59, with an estimated average price of $33.79. The stock is now traded at around $37.30. The impact to a portfolio due to this purchase was 0.3%. The holding were 53,343 shares as of .
Added: Berkshire Hathaway Inc (BRK.A)Kings Point Capital Management added to a holding in Berkshire Hathaway Inc by 50.00%. The purchase prices were between $287000 and $313875, with an estimated average price of $302958. The stock is now traded at around $307595.43. The impact to a portfolio due to this purchase was 0.3%. The holding were 15 shares as of .
Added: Cott Corp (COT)Kings Point Capital Management added to a holding in Cott Corp by 63.93%. The purchase prices were between $13.86 and $15.77, with an estimated average price of $15.02. The stock is now traded at around $14.00. The impact to a portfolio due to this purchase was 0.1%. The holding were 86,053 shares as of .
Added: NextEra Energy Inc (NEE)Kings Point Capital Management added to a holding in NextEra Energy Inc by 67.73%. The purchase prices were between $169.41 and $195, with an estimated average price of $182.66. The stock is now traded at around $195.75. The impact to a portfolio due to this purchase was 0.08%. The holding were 5,104 shares as of .
Sold Out: Illinois Tool Works Inc (ITW)Kings Point Capital Management sold out a holding in Illinois Tool Works Inc. The sale prices were between $123.45 and $146.47, with an estimated average price of $138.23.
Sold Out: Resideo Technologies Inc (REZI)Kings Point Capital Management sold out a holding in Resideo Technologies Inc. The sale prices were between $18.96 and $26.21, with an estimated average price of $22.18.
Sold Out: Bank of New York Mellon Corp (BK)Kings Point Capital Management sold out a holding in Bank of New York Mellon Corp. The sale prices were between $46.56 and $53.98, with an estimated average price of $51.51.
Sold Out: ProShares S&P 500 Dividend Aristocrats (NOBL)Kings Point Capital Management sold out a holding in ProShares S&P 500 Dividend Aristocrats. The sale prices were between $59.06 and $67.78, with an estimated average price of $64.68.
Sold Out: SPDR Portfolio Developed World ex-US (SPDW)Kings Point Capital Management sold out a holding in SPDR Portfolio Developed World ex-US. The sale prices were between $26.18 and $29.6, with an estimated average price of $28.45.
Sold Out: Fox Corp (FOXA)Kings Point Capital Management sold out a holding in Fox Corp. The sale prices were between $34.63 and $49.69, with an estimated average price of $36.46.
Here is the complete portfolio of KINGS POINT CAPITAL MANAGEMENT. Also check out:
1. KINGS POINT CAPITAL MANAGEMENT's Undervalued Stocks
2. KINGS POINT CAPITAL MANAGEMENT's Top Growth Companies, and
3. KINGS POINT CAPITAL MANAGEMENT's High Yield stocks
4. Stocks that KINGS POINT CAPITAL MANAGEMENT keeps buying