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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 2019-11-13)
Company (links to holding history) Ticker Value On
2019-09-30
No of Shares % of portfolio
APPLE INC    (COM) AAPL 20,683,000 92,347 3.50%
MICROSOFT CORP COM    (COM) MSFT 17,697,000 127,289 2.99%
ALPHABET INC CAP STK    (CL A ADDED) GOOGL 15,733,000 12,884 2.66%
AMAZON COM INC    (COM) AMZN 14,340,000 8,261 2.42%
HONEYWELL INTL INC COM IS    (COM) HON 14,205,000 83,952 2.40%
AMERICAN TOWER REIT COM    (CL A) AMT 13,695,000 61,933 2.31%
THERMO FISHER SCIENTIFIC INC    (COM) TMO 13,462,000 46,219 2.27%
ACCENTURE PLC IRELAND CLA    (SHS CLASS A) ACN 13,088,000 68,045 2.21%
DISNEY WALT CO DISNEY COM    (COM DISNEY) DIS 12,344,000 94,723 2.08%
BOEING CO COM    (COM) BA 12,266,000 32,240 2.07%
VANGUARD INDEX FDS TOTAL    (ETF) VTI 11,813,000 78,234 1.99%
PAYPAL HLDGS INC    (COM) PYPL 11,710,000 113,044 1.98%
ISHARES TR S&P MIDCAP 400    (ETF) IJJ 10,813,000 67,622 1.83%
CVS CAREMARK CORP    (COM) CVS 10,071,000 159,684 1.70%
AON PLC SHS    (CL A) AON 10,018,000 51,755 1.69%
AMERICAN EXPRESS CO    (COM) AXP 10,012,000 84,647 1.69%
INTEL CORP    (COM) INTC 8,989,000 174,437 1.52%
AMETEK INC NEW COM    (COM) AME 8,977,000 97,772 1.51%
HCA HLDGS INC COM    (COM) HCA 8,912,000 74,004 1.50%
LOCKHEED MARTIN CORP    (COM) LMT 8,858,000 22,710 1.49%
ENTERPRISE PRODS PARTNERS    (COM) EPD 8,580,000 300,200 1.45%
PEPSICO INC    (COM) PEP 8,507,000 62,052 1.43%
RAYTHEON CO    (COM NEW) RTN 8,472,000 43,181 1.43%
JP MORGAN CHASE & CO COM    (COM) JPM 8,453,000 71,824 1.43%
PIMCO ETF TR ENHANCED SHO    (ETF) MINT 8,448,000 83,042 1.42%
CISCO SYSTEMS INC    (COM) CSCO 8,378,000 169,563 1.41%
GRIFFIN LD & NURSERIES INC    (CL A) GRIF 8,003,000 210,881 1.35%
BECTON DICKINSON & CO    (COM) BDX 7,945,000 31,408 1.34%
WASTE MGMT INC    (COM) WMI 7,733,000 67,244 1.30%
CROWN CASTLE INTL CORP    (NEW COM) CCI 7,618,000 54,805 1.28%
MCDONALDS CORP    (COM) MCD 7,394,000 34,438 1.25%
PFIZER INC COM    (COM) PFE 7,204,000 200,511 1.21%
UNILEVER N V N Y    (SHS NEW) UN 6,795,000 113,193 1.15%
GLOBAL PMTS INC    (COM) GPN 6,749,000 42,449 1.14%
SAP AG SPONSORED ADR ISIN    (SPON ADR) SAP 6,734,000 57,129 1.13%
LAS VEGAS SANDS CORP    (COM) LVS 6,491,000 112,386 1.09%
S&P GLOBAL INC    (COM) SPGI 6,378,000 26,035 1.07%
STARWOOD PPTY TR INC COM    (COM) STWD 6,333,000 261,475 1.07%
CHEVRON CORP NEW COM    (COM) CVX 6,146,000 51,820 1.04%
VANGUARD INDEX FDS    (S&P 500 ETF SHS) VOO 6,088,000 22,332 1.03%
COMCAST CORP    (CL A) CMCSA 6,030,000 133,753 1.02%
ALIBABA GROUP HLDG LTD SPONSORED ADS    (ADS) BABA 5,705,000 34,116 0.96%
MEDTRONIC PLC    (SHS) MDT 5,522,000 50,840 0.93%
VANGUARD WHITEHALL FDS INC    (HIGH DIV YLD) VYM 5,473,000 61,680 0.92%
ENERGY TRANSFER EQUITY LP    (LP) ETE 5,449,000 416,612 0.92%
AT&T INC COM    (COM) T 5,347,000 141,307 0.90%
AVERY DENNISON CORP    (COM) AVY 5,027,000 44,262 0.85%
NEXTERA ENERGY INC    (COM) NEE 4,948,000 21,235 0.83%
BERKSHIRE HATHAWAY INC DE    (CL A) BRK.A 4,366,000 14 0.73%
INTERCONTINENTAL EXCHANGE IN    (COM) ICE 4,198,000 45,497 0.71%
STANLEY BLACK & DECKER INC    (COM) SWK 4,109,000 28,451 0.69%
ISHARES TR S&P MIDCAP 400    (ETF) IJH 4,054,000 20,981 0.68%
LEIDOS HLDGS INC    (COM) LDOS 3,984,000 46,394 0.67%
GALLAGHER ARTHUR J & CO    (COM) AJG 3,769,000 42,080 0.63%
COCA COLA COMPANY    (COM) KO 3,745,000 68,800 0.63%
KINDER MORGAN INC DEL    (COM) KMI 3,302,000 160,208 0.55%
MPLX LP COM    (UNIT REP LTD) MPLX 3,271,000 116,781 0.55%
BROOKFIELD INFRAST PARTNE    (INT UNIT) BIP 3,222,000 64,954 0.54%
SSGA ACTIVE ETF TR    (BLKSTN GSOSRLN) SRLN 3,152,000 68,050 0.53%
NORTHERN TR CORP    (COM) NTRS 3,145,000 33,706 0.53%
CHARLES RIV LABS INTL INC    (COM) CRL 3,120,000 23,569 0.52%
WISDOMTREE TRUST    (EMG MKTS SMCAP) DGS 3,117,000 70,358 0.52%
CONSTELLATION BRANDS INC    (CL A) STZ 2,858,000 13,787 0.48%
BERKSHIRE HATHAWAY INC NE    (CLASS B) BRK/B 2,804,000 13,478 0.47%
CONAGRA BRANDS INC    (COM) CAG 2,771,000 90,322 0.46%
ACTIVISION BLIZZARD INC    (COM) ATVI 2,592,000 48,989 0.43%
PHILIP MORRIS INTL INC CO    (COM) PM 2,220,000 29,235 0.37%
DURECT CORP    (COM) DRRX 2,125,000 1,155,000 0.35%
COTT CORP QUE    (COM) COT 2,071,000 166,053 0.35%
PROCTER & GAMBLE CO COM    (COM) PG 2,013,000 16,186 0.34%
ISHARES TR S&P SMALLCAP 6    (ETF) IJS 1,904,000 12,675 0.32%
SPDR S&P MIDCAP 400 ETF T    (UTSER1 S&PDCRP) MDY 1,769,000 5,020 0.29%
VANGUARD BD INDEX FD INC    (SHORT TRM BOND) BSV 1,748,000 21,633 0.29%
AUTOMATIC DATA PROCESSING IN COM    (COM) ADP 1,726,000 10,695 0.29%
INVESCO EXCHNG TRADED FD TR SR LN    (ETF ADDED) 1,666,000 73,753 0.28%
VANGUARD INTL EQUITY INDEX F    (FTSE EMR MKT ETF) VWO 1,618,000 40,179 0.27%
INVESCO QQQ TR UNIT    (SER 1 ADDED) 1,559,000 8,255 0.26%
PAYCHEX INC    (COM) PAYX 1,499,000 18,112 0.25%
JOHNSON & JOHNSON COM    (COM) JNJ 1,475,000 11,400 0.24%
ALPS ETF TR ALERIAN MLP E    (MLP) AMLP 1,449,000 158,533 0.24%
VISA INC    (COM CL A) V 1,432,000 8,328 0.24%
ALPHABET INC CAP STK    (CL C ADDED) GOOG 1,368,000 1,122 0.23%
MONDELEZ INTL INC    (CL A) MDLZ 1,343,000 24,285 0.22%
ALTRIA GROUP INC    (COM) MO 1,331,000 32,544 0.22%
BANK OZK    (COM ADDED) 1,166,000 42,763 0.19%
HANESBRANDS INC COM    (COM) HBI 1,107,000 72,272 0.18%
VANGUARD GROUP DIV APP    (ETF) VIG 1,099,000 9,188 0.18%
JPMORGAN CHASE & CO ALERI    (ETN) AMJ 1,029,000 44,229 0.17%
UNION PAC CORP    (COM) UNP 999,000 6,166 0.16%
COLGATE PALMOLIVE CO COM    (COM) CL 920,000 12,522 0.15%
VERIZON COMMUNICATIONS CO    (COM) VZ 918,000 15,207 0.15%
KAYNE ANDERSN MLP MIDS INVT    (COM) KYN 864,000 59,750 0.14%
BANK AMER CORP    (CNV PFD L) BAC/PL 852,000 568 0.14%
MERCK & CO INC NEW COM    (NEW COM) MRK 851,000 10,105 0.14%
TAKE-TWO INTERACTIVE SOFTWAR    (COM) TTWO 825,000 6,583 0.13%
ISHARES CORE S&P SCP    (ETF) IJR 807,000 10,366 0.13%
ISHARES TR S&P 500 GROWTH    (ETF) IVW 793,000 4,404 0.13%
ISHARES TR MSCI EMG MKT    (ETF) EEM 792,000 19,374 0.13%
SPDR S&P 500 ETF TR TR UN    (UNIT SER 1) SPY 779,000 2,625 0.13%
ISHARES TR MSCI EAFE    (ETF) EFA 709,000 10,875 0.11%
ISHARES TR S&P MC 400GR    (ETF) IJK 709,000 3,168 0.11%
3M CO    (COM) MMM 691,000 4,203 0.11%
NORFOLK SOUTHERN CORP    (COM) NSC 689,000 3,834 0.11%
NEW RELIC INC    (COM) NEWR 680,000 11,058 0.11%
WISDOMTREE TR EUROPE    (HEDGED EQ) HEDJ 676,000 10,039 0.11%
SELECT SECTOR SPDR TR CON    (SBI CONS STPLS) XLP 658,000 10,714 0.11%
NVIDIA CORP    (CALL) 655,000 148 0.11%
ISHARES TR MSCI CHINA    (ETF) MCHI 640,000 11,414 0.10%
ABBOTT LABS    (COM) ABT 628,000 7,500 0.10%
ISHARES TR S&P 500 VAL    (ETF) IVE 619,000 5,198 0.10%
SPLUNK INC    (COM) SPLK 607,000 5,147 0.10%
HOME DEPOT INC COM    (COM) HD 581,000 2,506 0.09%
EXXON MOBIL CORP COM    (COM) XOM 581,000 8,227 0.09%
NIKE INC    (CL B) NKE 576,000 6,138 0.09%
DUKE ENERGY CORP    (NEW COM) DUK 569,000 5,933 0.09%
KIMBERLY CLARK CORP    (COM) KMB 556,000 3,915 0.09%
BOOZ ALLEN HAMILTON HLDG COR    (CL A) BAH 555,000 7,821 0.09%
BP PLC SPONS ADR    (ADR) BP 549,000 14,452 0.09%
FACEBOOK INC    (CL A) FB 510,000 2,864 0.08%
NEWELL RUBBERMAID INC COM    (COM) NWL 500,000 26,695 0.08%
ZSCALER INC    (COM) 497,000 10,506 0.08%
WILLIAMS COS INC COM    (COM) WMB 485,000 20,151 0.08%
ISHARES TR RUSSELL 2000 I    (CMDTY INDEX) IWM 481,000 3,182 0.08%
US BANCORP DEL    (COM NEW) USB 467,000 8,430 0.07%
NVIDIA CORP    (COM) NVDA 452,000 2,595 0.07%
BANK OF AMER CORP    (COM) BAC 444,000 15,217 0.07%
MGM RESORTS INTL COM    (COM) MGM 413,000 14,890 0.06%
SELECT SECTOR SPDR TR TEC    (SBI INT-TECH) XLK 407,000 5,048 0.06%
WEST PHARMACEUTICAL SVSC INC    (COM) WST 396,000 2,795 0.06%
ENTERPRISE FINL SVCS CORP    (COM) EFSC 391,000 9,600 0.06%
SHOPIFY INC    (CL A) 391,000 1,254 0.06%
TWILIO INC    (CL A) 384,000 3,494 0.06%
NORTHROP GRUMMAN CORP    (COM) NOC 379,000 1,012 0.06%
THE CHARLES SCHWAB CORPORATI    (COM) SCHW 375,000 8,974 0.06%
BROOKFIELD ASSET MGMT INC    (VTG) BAM 369,000 6,946 0.06%
PVH CORP    (COM) PVH 361,000 4,091 0.06%
NIELSEN HLDGS PLC    (SHS EUR) NLSN 353,000 16,610 0.05%
MARATHON PETE CORP COM    (COM) MPC 352,000 5,799 0.05%
TELLURIAN INC NEW    (COM) 342,000 41,137 0.05%
AEGION CORP COM    (COM) AEGN 341,000 15,950 0.05%
BOEING CO    (CALL) 335,000 56 0.05%
ISHARES CORE    (S&P500 ETF) IVV 334,000 1,119 0.05%
SOUTHERN CO COM    (COM) SO 329,000 5,320 0.05%
ISHARES TR DOW JONES SELE    (DJ SEL DIV INX) DVY 308,000 3,020 0.05%
DBX ETF TR DB XTR MSCI EUR    (ETF) DBEU 307,000 10,300 0.05%
BRISTOL MYERS SQUIBB CO C    (COM) BMY 302,000 5,963 0.05%
ISHARES TR U.S. PFD STK    (ETF) PFF 301,000 8,011 0.05%
CONSOLIDATED EDISON INC C    (COM) ED 300,000 3,172 0.05%
SERVICENOW INC    (CALL) 298,000 50 0.05%
AMGEN INC    (COM) AMGN 294,000 1,521 0.04%
MGM GROWTH PPTYS LLC    (CL A COM) 281,000 9,362 0.04%
MORGAN STANLEY    (COM NEW) MS 281,000 6,596 0.04%
MICRON TECHNOLOGY INC    (COM) MU 279,000 6,512 0.04%
WALMART INC    (COM) WMT 273,000 2,301 0.04%
HCP INC COM    (COM) HCP 268,000 7,535 0.04%
VANGUARD TAX MANAGED INTL FD    (FTSE DEV MKT ETF) VEA 254,000 6,189 0.04%
DTE ENERGY CO    (COM) DTE 246,000 1,850 0.04%
CSX CORPORATION    (COM) CSX 246,000 3,546 0.04%
INTERNATIONAL BUSINESS MA    (COM) IBM 237,000 1,630 0.04%
SPDR SERIES TRUST SSGA US LRG    (ETF) LGLV 235,000 2,104 0.03%
ECOLAB INC    (COM) ECL 225,000 1,135 0.03%
OKTA INC    (CL A) 220,000 2,230 0.03%
LOWES COS INC    (COM) LOW 220,000 2,000 0.03%
SELECT SECTOR SPDR TR SBI INT-FINL    (ETF) XLF 218,000 7,779 0.03%
NEXTERA ENERGY PARTNERS LP COM    (UNIT PART IN) NEP 202,000 3,815 0.03%
LILLY ELI & CO    (COM) LLY 193,000 1,729 0.03%
INSEEGO CORP    (COM) 187,000 39,006 0.03%
DANAHER CORP    (DEL COM) DHR 186,000 1,286 0.03%
UNITED PARCEL SERVICE INC    (CL B) UPS 186,000 1,550 0.03%
SELECT SECTOR SPDR TR CON    (SBI CONS DISCR) XLY 183,000 1,518 0.03%
GENERAL MILLS INC COM    (COM) GIS 172,000 3,117 0.02%
NOVARTIS A G SPONSORED    (ADR) NVS 171,000 1,969 0.02%
ISHARES INC MSCI JPN    (ETF) 167,000 2,948 0.02%
NETFLIX INC    (COM) NFLX 162,000 605 0.02%
AQUA AMERICA INC    (COM) WTR 161,000 3,586 0.02%
VANGUARD INDEX FDS GROWTH    (ETF) VUG 158,000 949 0.02%
IBERIABANK CORP    (COM) IBKC 156,000 2,064 0.02%
UNITEDHEALTH GROUP INC    (COM) UNH 153,000 704 0.02%
AMCOR PLC ORD    (SHS EUR) 151,000 15,458 0.02%
SELECT SECTOR SPDR TR IND    (SBI INT-INDS) XLI 150,000 1,936 0.02%
IRON MTN INC NEW    (COM) IRM 149,000 4,600 0.02%
ABBVIE INC    (COM) ABBV 147,000 1,944 0.02%
CHURCH & DWIGHT INC    (COM) CHD 147,000 1,960 0.02%
ELEMENT SOLUTIONS INC    (COM ADDED) 147,000 14,456 0.02%
INTUIT    (COM) INTU 145,000 545 0.02%
INVESCO EXCHANGE TRADED FD T WATER RES    (ETF ADDED) 144,000 3,922 0.02%
MASTERCARD INC    (CL A) MA 143,000 528 0.02%
FEDEX CORP COM    (COM) FDX 142,000 973 0.02%
SERVICENOW INC    (COM) NOW 142,000 559 0.02%
BLACKROCK INC    (COM) BLK 141,000 317 0.02%
UNITED TECHNOLOGIES CORP    (COM) UTX 140,000 1,028 0.02%
SBA COMMUNICATIONS CORP    (CL A) 135,000 558 0.02%
JD COM INC SPON ADR    (CL A) JD 135,000 4,800 0.02%
ANTARES PHARMA INC    (COM) AIS 134,000 40,000 0.02%
SALESFORCE COM INC    (COM) CRM 134,000 902 0.02%
BAXTER INTL INC COM    (COM) BAX 131,000 1,496 0.02%
ASTRAZENECA PLC SPONSORED    (ADR) AZN 131,000 2,940 0.02%
FLIR SYS INC    (COM) FLIR 130,000 2,470 0.02%
ORACLE CORP    (COM) ORCL 129,000 2,349 0.02%
VANGUARD INDEX FDS REAL ESTATE    (ETF) VNQ 129,000 1,384 0.02%
1 2 3 Next >Full Portfolio View
Total Value As 2019-09-30: 590,851,000 SEC FILING
* Portfolios do not reflect changes after reporting
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