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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

KINGS POINT CAPITAL MANAGEMENT INSTITUTION : KINGS POINT CAPITAL MANAGEMENT
KINGS POINT CAPITAL MANAGEMENT Portfolio (reported on 2020-05-14)
Company (links to holding history) Ticker Value On
2020-03-31
No of Shares % of portfolio
APPLE INC    (COM) AAPL 25,641,000 100,833 4.51%
MICROSOFT CORP COM    (COM) MSFT 22,313,000 141,479 3.93%
AMAZON COM INC    (COM) AMZN 19,429,000 9,965 3.42%
ALPHABET INC CAP STK    (CL A ) GOOGL 16,316,000 14,042 2.87%
AMERICAN TOWER REIT COM    (CL A) AMT 14,480,000 66,498 2.55%
THERMO FISHER SCIENTIFIC INC    (COM) TMO 13,787,000 48,616 2.42%
ACCENTURE PLC IRELAND CLA    (SHS CLASS A) ACN 12,031,000 73,691 2.11%
HONEYWELL INTL INC COM IS    (COM) HON 11,793,000 88,144 2.07%
PAYPAL HLDGS INC    (COM) PYPL 11,601,000 121,171 2.04%
PIMCO ETF TR ENHANCED SHO    (ETF) MINT 11,264,000 113,804 1.98%
DISNEY WALT CO DISNEY COM    (COM DISNEY) DIS 10,781,000 111,603 1.89%
INTEL CORP    (COM) INTC 9,999,000 184,758 1.76%
VANGUARD INDEX FDS TOTAL    (ETF) VTI 9,718,000 75,387 1.71%
AON PLC SHS    (CL A) AON 9,361,000 56,718 1.64%
CVS CAREMARK CORP    (COM) CVS 9,069,000 152,865 1.59%
MCDONALDS CORP    (COM) MCD 9,062,000 54,806 1.59%
CROWN CASTLE INTL CORP    ( COM) CCI 8,927,000 61,823 1.57%
BECTON DICKINSON & CO    (COM) BDX 8,876,000 38,631 1.56%
LOCKHEED MARTIN CORP    (COM) LMT 8,553,000 25,235 1.50%
AMERICAN EXPRESS CO    (COM) AXP 8,366,000 97,727 1.47%
PEPSICO INC    (COM) PEP 8,316,000 69,246 1.46%
ALIBABA GROUP HLDG LTD SPONSORED ADS    (ADS) BABA 8,254,000 42,439 1.45%
JP MORGAN CHASE & CO COM    (COM) JPM 7,917,000 87,940 1.39%
S&P GLOBAL INC    (COM) SPGI 7,893,000 32,210 1.39%
LEIDOS HLDGS INC    (COM) LDOS 7,834,000 85,474 1.37%
PFIZER INC COM    (COM) PFE 7,763,000 237,850 1.36%
WASTE MGMT INC    (COM) WMI 7,544,000 81,508 1.32%
ISHARES TR S&P MIDCAP 400    (ETF) IJJ 7,389,000 67,325 1.30%
CHARLES RIV LABS INTL INC    (COM) CRL 7,185,000 56,925 1.26%
AT&T INC COM    (COM) T 7,110,000 243,908 1.25%
GLOBAL PMTS INC    (COM) GPN 7,108,000 49,283 1.25%
GRIFFIN LD & NURSERIES INC    (CL A) GRIF 7,050,000 215,611 1.24%
SAP AG SPONSORED ADR ISIN    (SPON ADR) SAP 6,911,000 62,547 1.21%
FACEBOOK INC    (CL A) FB 6,905,000 41,397 1.21%
AMETEK INC NEW COM    (COM) AME 6,897,000 95,772 1.21%
HCA HLDGS INC COM    (COM) HCA 6,624,000 73,724 1.16%
UNILEVER N V N Y    (SHS ) UN 6,590,000 135,093 1.16%
NEXTERA ENERGY INC    (COM) NEE 6,575,000 27,325 1.15%
RAYTHEON CO    (COM ) RTN 6,416,000 48,920 1.13%
VANGUARD INDEX FDS    (S&P 500 ETF SHS) VOO 5,901,000 24,917 1.03%
COMCAST CORP    (CL A) CMCSA 5,542,000 161,190 0.97%
MEDTRONIC PLC    (SHS) MDT 5,496,000 60,943 0.96%
BOEING CO COM    (COM) BA 5,399,000 36,204 0.95%
AVERY DENNISON CORP    (COM) AVY 5,138,000 50,432 0.90%
AUTOMATIC DATA PROCESSING IN COM    (COM) ADP 4,905,000 35,887 0.86%
VANGUARD BD INDEX FD INC    (SHORT TRM BOND) BSV 4,633,000 56,378 0.81%
LAS VEGAS SANDS CORP    (COM) LVS 4,572,000 107,664 0.80%
GALLAGHER ARTHUR J & CO    (COM) AJG 4,472,000 54,869 0.78%
ACTIVISION BLIZZARD INC    (COM) ATVI 4,208,000 70,745 0.74%
CHEVRON CORP NEW COM    (COM) CVX 4,121,000 56,872 0.72%
ENTERPRISE PRODS PARTNERS    (COM) EPD 4,084,000 285,601 0.71%
GENERAC HLDGS INC    (COM) GNRC 3,867,000 41,510 0.68%
CONAGRA BRANDS INC    (COM) CAG 3,667,000 124,998 0.64%
QUALCOMM INC    (COM) QCOM 3,587,000 53,026 0.63%
VANGUARD WHITEHALL FDS INC    (HIGH DIV YLD) VYM 3,489,000 49,312 0.61%
BERKSHIRE HATHAWAY INC DE    (CL A) BRK.A 3,264,000 12 0.57%
SSGA ACTIVE ETF TR    (BLKSTN GSOSRLN) SRLN 3,012,000 75,287 0.53%
COCA COLA COMPANY    (COM) KO 2,899,000 65,508 0.51%
ISHARES TR S&P MIDCAP 400    (ETF) IJH 2,649,000 18,415 0.46%
KINDER MORGAN INC DEL    (COM) KMI 2,632,000 189,066 0.46%
CONSTELLATION BRANDS INC    (CL A) STZ 2,599,000 18,127 0.45%
BERKSHIRE HATHAWAY INC NE    (CLASS B) BRK/B 2,589,000 14,163 0.45%
BROOKFIELD INFRAST PARTNE    (INT UNIT) BIP 2,586,000 71,880 0.45%
STARWOOD PPTY TR INC COM    (COM) STWD 2,544,000 248,164 0.44%
WISDOMTREE TRUST    (EMG MKTS SMCAP) DGS 2,436,000 73,741 0.42%
PRIMO WATER CORPORATION    (COM ) 2,265,000 250,053 0.39%
PHILIP MORRIS INTL INC CO    (COM) PM 2,166,000 29,693 0.38%
NVIDIA CORP    (CALL) 1,786,000 166 0.31%
ENERGY TRANSFER EQUITY LP    (LP) ETE 1,782,000 387,369 0.31%
ALPHABET INC CAP STK    (CL C ) GOOG 1,729,000 1,487 0.30%
INVESCO QQQ TR UNIT    (SER 1 ) 1,726,000 9,064 0.30%
PROCTER & GAMBLE CO COM    (COM) PG 1,583,000 14,391 0.27%
VISA INC    (COM CL A) V 1,471,000 9,127 0.25%
DURECT CORP    (COM) DRRX 1,465,000 945,000 0.25%
VANGUARD INTL EQUITY INDEX F    (FTSE EMR MKT ETF) VWO 1,425,000 42,473 0.25%
SPDR S&P 500 ETF TR TR UN    (UNIT SER 1) SPY 1,408,000 5,462 0.24%
SPDR S&P MIDCAP 400 ETF T    (UTSER1 S&PDCRP) MDY 1,380,000 5,250 0.24%
MONDELEZ INTL INC    (CL A) MDLZ 1,306,000 26,070 0.23%
INVESCO EXCHNG TRADED FD TR SR LN    (ETF ) 1,294,000 63,227 0.22%
ISHARES TR S&P SMALLCAP 6    (ETF) IJS 1,267,000 12,675 0.22%
ALTRIA GROUP INC    (COM) MO 1,267,000 32,768 0.22%
VANGUARD GROUP DIV APP    (ETF) VIG 1,149,000 11,117 0.20%
HOME DEPOT INC COM    (COM) HD 1,128,000 6,041 0.19%
NVIDIA CORP    (COM) NVDA 1,101,000 4,176 0.19%
JOHNSON & JOHNSON COM    (COM) JNJ 1,093,000 8,334 0.19%
PAYCHEX INC    (COM) PAYX 1,061,000 16,857 0.18%
MERCK & CO INC NEW COM    ( COM) MRK 962,000 12,497 0.16%
VERIZON COMMUNICATIONS CO    (COM) VZ 937,000 17,430 0.16%
UNION PAC CORP    (COM) UNP 870,000 6,166 0.15%
TAKE-TWO INTERACTIVE SOFTWAR    (COM) TTWO 781,000 6,583 0.13%
ISHARES CORE S&P SCP    (ETF) IJR 774,000 13,802 0.13%
BANK OZK    (COM ) 714,000 42,763 0.12%
VANGUARD SCOTTSDALE FDS VNG    (RUS1000GRW) VONG 712,000 4,600 0.12%
ISHARES TR MSCI EAFE    (ETF) EFA 707,000 13,225 0.12%
ISHARES TR MSCI CHINA    (ETF) MCHI 658,000 11,495 0.11%
COLGATE PALMOLIVE CO COM    (COM) CL 651,000 9,805 0.11%
SPLUNK INC    (COM) SPLK 650,000 5,147 0.11%
ZSCALER INC    (COM) 639,000 10,506 0.11%
SELECT SECTOR SPDR TR TEC    (SBI INT-TECH) XLK 611,000 7,598 0.10%
ISHARES TR S&P 500 GROWTH    (ETF) IVW 605,000 3,664 0.10%
ISHARES TR MSCI EMG MKT    (ETF) EEM 570,000 16,714 0.10%
ABBOTT LABS    (COM) ABT 565,000 7,156 0.09%
HANESBRANDS INC COM    (COM) HBI 563,000 71,560 0.09%
NORFOLK SOUTHERN CORP    (COM) NSC 560,000 3,835 0.09%
3M CO    (COM) MMM 549,000 4,019 0.09%
ISHARES CORE    (S&P500 ETF) IVV 548,000 2,119 0.09%
NIKE INC    (CL B) NKE 541,000 6,538 0.09%
BOOZ ALLEN HAMILTON HLDG COR    (CL A) BAH 537,000 7,821 0.09%
NEXTERA ENERGY PARTNERS LP COM    (UNIT PART IN) NEP 521,000 12,110 0.09%
SHOPIFY INC    (CL A) 515,000 1,235 0.09%
WISDOMTREE TR EUROPE    (HEDGED EQ) HEDJ 504,000 9,839 0.08%
KIMBERLY CLARK CORP    (COM) KMB 501,000 3,915 0.08%
DUKE ENERGY CORP    ( COM) DUK 490,000 6,055 0.08%
SELECT SECTOR SPDR TR CON    (SBI CONS STPLS) XLP 459,000 8,435 0.08%
AMGEN INC    (COM) AMGN 455,000 2,245 0.08%
NETFLIX INC    (COM) NFLX 427,000 1,137 0.07%
WEST PHARMACEUTICAL SVSC INC    (COM) WST 426,000 2,795 0.07%
NEWELL RUBBERMAID INC COM    (COM) NWL 412,000 30,991 0.07%
ALPS ETF TR ALERIAN MLP E    (MLP) AMLP 409,000 118,924 0.07%
ISHARES TR S&P 500 VAL    (ETF) IVE 374,000 3,882 0.06%
INTERNATIONAL BUSINESS MA    (COM) IBM 371,000 3,342 0.06%
SHOPIFY INC    (CALL) 361,000 29 0.06%
BANK OF AMER CORP    (COM) BAC 355,000 16,739 0.06%
JPMORGAN CHASE & CO ALERI    (ETN) AMJ 348,000 38,494 0.06%
ISHARES TR S&P MC 400GR    (ETF) IJK 343,000 1,924 0.06%
BP PLC SPONS ADR    (ADR) BP 325,000 13,335 0.05%
OKTA INC    (CL A) 318,000 2,597 0.05%
ISHARES TR RUSSELL 2000 I    (CMDTY INDEX) IWM 315,000 2,754 0.05%
BROOKFIELD ASSET MGMT INC    (VTG) BAM 307,000 6,946 0.05%
TWILIO INC    (CL A) 298,000 3,329 0.05%
BLACKSTONE GROUP INC    (COM CL A ) 293,000 6,430 0.05%
NORTHROP GRUMMAN CORP    (COM) NOC 291,000 962 0.05%
AEGION CORP COM    (COM) AEGN 286,000 15,950 0.05%
US BANCORP DEL    (COM ) USB 277,000 8,027 0.04%
BROOKFIELD INFRASTRUCTURE CO    (COM SB VTG SHS A ) 276,000 7,982 0.04%
NORTHERN TR CORP    (COM) NTRS 275,000 3,641 0.04%
CISCO SYSTEMS INC    (COM) CSCO 267,000 6,787 0.04%
EXXON MOBIL CORP COM    (COM) XOM 264,000 6,956 0.04%
SELECT SECTOR SPDR TR CON    (SBI CONS DISCR) XLY 257,000 2,618 0.04%
MICRON TECHNOLOGY INC    (COM) MU 255,000 6,062 0.04%
ISHARES TR DOW JONES SELE    (DJ SEL DIV INX) DVY 252,000 3,420 0.04%
DANAHER CORP    (DEL COM) DHR 247,000 1,786 0.04%
INSEEGO CORP    (COM) 243,000 39,006 0.04%
WALMART INC    (COM) WMT 243,000 2,139 0.04%
SOUTHERN CO COM    (COM) SO 241,000 4,460 0.04%
LILLY ELI & CO    (COM) LLY 240,000 1,729 0.04%
BRISTOL MYERS SQUIBB CO C    (COM) BMY 238,000 4,270 0.04%
BROADCOM INC    (COM) 233,000 983 0.04%
SALESFORCE COM INC    (COM) CRM 233,000 1,622 0.04%
CONSOLIDATED EDISON INC C    (COM) ED 232,000 2,972 0.04%
WILLIAMS COS INC COM    (COM) WMB 225,000 15,889 0.03%
KAYNE ANDERSN MLP MIDS INVT    (COM) KYN 224,000 61,675 0.03%
MORGAN STANLEY    (COM ) MS 224,000 6,596 0.03%
MGM GROWTH PPTYS LLC    (CL A COM) 222,000 9,362 0.03%
DBX ETF TR DB XTR MSCI EUR    (ETF) DBEU 215,000 8,900 0.03%
PVH CORP    (COM) PVH 212,000 5,628 0.03%
VANGUARD TAX MANAGED INTL FD    (FTSE DEV MKT ETF) VEA 206,000 6,189 0.03%
MPLX LP COM    (UNIT REP LTD) MPLX 204,000 17,563 0.03%
CHURCH & DWIGHT INC    (COM) CHD 203,000 3,160 0.03%
NIELSEN HLDGS PLC    (SHS EUR) NLSN 203,000 16,210 0.03%
CSX CORPORATION    (COM) CSX 203,000 3,549 0.03%
ISHARES TR U.S. PFD STK    (ETF) PFF 199,000 6,235 0.03%
SPDR SERIES TRUST SSGA US LRG    (ETF) LGLV 191,000 2,104 0.03%
ABBVIE INC    (COM) ABBV 188,000 2,469 0.03%
JD COM INC SPON ADR    (CL A) JD 186,000 4,600 0.03%
LOWES COS INC    (COM) LOW 181,000 2,100 0.03%
HEALTHPEAK PPTYS INC    (COM) 180,000 7,535 0.03%
ECOLAB INC    (COM) ECL 177,000 1,135 0.03%
COSTCO WHSL CORP NEW    (COM) COST 173,000 606 0.03%
INTUIT    (COM) INTU 171,000 745 0.03%
SCIENCE APPLICATNS INTL CP N    (COM) SAIC 164,000 2,200 0.02%
SERVICENOW INC    (COM) NOW 160,000 559 0.02%
MASTERCARD INC    (CL A) MA 160,000 661 0.02%
GENERAL MILLS INC COM    (COM) GIS 158,000 3,000 0.02%
VANGUARD SCOTTSDALE FDS    (INTER TERM TREAS) VGIT 155,000 2,202 0.02%
SBA COMMUNICATIONS CORP    (CL A) 151,000 558 0.02%
VANGUARD INDEX FDS GROWTH    (ETF) VUG 149,000 949 0.02%
VANGUARD ADMIRAL FDS INC    (500 GRTH IDX F) VOOG 149,000 1,000 0.02%
ESSENTIAL UTILS INC    (COM ) 146,000 3,586 0.02%
CITIGROUP INC COM NEW ISI    (COM ) C 140,000 3,312 0.02%
ISHARES TR USA MOMENTUM FCT    (ETF) 139,000 1,309 0.02%
SELECT SECTOR SPDR TR SBI INT-FINL    (ETF) XLF 137,000 6,582 0.02%
ENTERPRISE FINL SVCS CORP    (COM) EFSC 134,000 4,800 0.02%
MARATHON PETE CORP COM    (COM) MPC 133,000 5,616 0.02%
UNITEDHEALTH GROUP INC    (COM) UNH 132,000 529 0.02%
CHARTER COMMUNICATIONS INC D    (CL A ) CHTR 132,000 302 0.02%
ASTRAZENECA PLC SPONSORED    (ADR) AZN 131,000 2,940 0.02%
APPLIED MATLS INC    (COM) AMAT 131,000 2,852 0.02%
ISHARES TR    (NASDAQ BIOTECH) IBB 129,000 1,198 0.02%
UNITED PARCEL SERVICE INC    (CL B) UPS 126,000 1,350 0.02%
AMCOR PLC ORD    (SHS EUR) 126,000 15,458 0.02%
INVESCO EXCHANGE TRADED FD T WATER RES    (ETF ) 123,000 3,922 0.02%
VANGUARD INDEX FDS MID CAP    (ETF) VO 123,000 936 0.02%
SKYWORKS SOLUTIONS INC    (COM) SWKS 121,000 1,355 0.02%
DTE ENERGY CO    (COM) DTE 119,000 1,250 0.02%
BLACKROCK INC    (COM) BLK 117,000 267 0.02%
NOVARTIS A G SPONSORED    (ADR) NVS 117,000 1,415 0.02%
VANGUARD SCOTTSDALE FDS    (RUS2000GRW) VTWG 115,000 1,000 0.02%
SPDR GOLD TR GOLD SHS    (GOLD SHS) GLD 115,000 777 0.02%
ISHARES TR    (CORE S&P US GWT) IWZ 114,000 2,000 0.02%
1 2 3 Next >Full Portfolio View
Total Value As 2020-03-31: 567,711,000 SEC FILING
* Portfolios do not reflect changes after reporting
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