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  Name: KINGS POINT CAPITAL MANAGEMENT
  City: GARDEN CITY
  State: NY
  Zip: 11530
   
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Portfolio Summary View Filing
  Filing Report Date : 2022-03-31
  Total Value : $1,145,368,000
  Total Value Change : $-69,754,000
  Securities Held Change : -58
   
All Securities Held : 565
  New Positions : 25
  Closed Positions : 84
  Increased Positions : 112
  Unchanged Positions : 278
  Decreased Positions : 150

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Holdings Found : 25     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (CIFAF)1 Year Chart         CIFAF CI Financial Income Fund 152 New $10.76 $351,000 22,068 0.03% 351,000 22,068 0    N/A
   (AZO)1 Year Chart         AZO Autozone Inc 405 New $2,769.94 $31,000 15 0% 31,000 15 0    Auto Parts Stores
   (SLB)1 Year Chart         SLB Schlumberger Ltd 420 New $45.89 $28,000 676 0% 28,000 676 0    Oil & Gas Equipment &...
   (ENPH)1 Year Chart         ENPH Enphase Energy, Inc. 418 New $127.90 $28,000 140 0% 28,000 140 0    Semiconductor Equipme...
   (CEG)1 Year Chart         CEG Constellation Energy Corp 457 New $217.25 $22,000 396 0% 22,000 396 0    N/A
   (ENB)1 Year Chart         ENB Enbridge Inc (USA) 475 New $36.58 $20,000 426 0% 20,000 426 0    Oil & Gas Pipelines &...
   (PWR)1 Year Chart         PWR Quanta Services Inc 485 New $275.94 $18,000 140 0% 18,000 140 0    General Contractors
   (HSY)1 Year Chart         HSY Hershey Foods Corp 484 New $197.83 $18,000 83 0% 18,000 83 0    Confectioners
   (QCLN)1 Year Chart         QCLN First Trust NASDAQ Clean Ed... 493 New $37.78 $17,000 260 0% 17,000 260 0    N/A
   (PBD)1 Year Chart         PBD Invesco Global Clean Energy... 503 New $14.93 $16,000 657 0% 16,000 657 0    Closed - End Fund - E...
   (PZD)1 Year Chart         PZD Invesco Cleantech ETF 519 New $42.61 $16,000 264 0% 16,000 264 0    Closed - End Fund - E...
   (VSGX)1 Year Chart         VSGX Vanguard Esg International ... 509 New $0.00 $16,000 280 0% 16,000 280 0    N/A
   (ACM)1 Year Chart         ACM Aecom Technology Corp 501 New $87.34 $16,000 209 0% 16,000 209 0    Technical Services
   (ICLN)1 Year Chart         ICLN iShares S&P Global Clean En... 518 New $14.97 $16,000 765 0% 16,000 765 0    Closed - End Fund - Debt
   (NUSC)1 Year Chart         NUSC Nushares Esg Small Cap Etf 506 New $0.00 $16,000 402 0% 16,000 402 0    N/A
   (TAN)1 Year Chart         TAN Invesco Solar ETF 504 New $48.28 $16,000 212 0% 16,000 212 0    Closed - End Fund - E...
   (HLT)1 Year Chart         HLT Hilton Worldwide Holdings Inc. 508 New $200.60 $16,000 105 0% 16,000 105 0    Lodging
   (ESGV)1 Year Chart         ESGV Vanguard Esg Us Stock Etf 511 New $0.00 $16,000 201 0% 16,000 201 0    N/A
   (PBW)1 Year Chart         PBW Invesco WilderHill Clean En... 521 New $22.99 $16,000 250 0% 16,000 250 0    Closed - End Fund - Debt
   (RUN)1 Year Chart         RUN Sunrun Inc. 526 New $14.46 $15,000 482 0% 15,000 482 0    N/A
   (APO)1 Year Chart         APO Apollo Global Management LLC 532 New $116.16 $14,000 221 0% 14,000 221 0    Diversified Investments
   (PXD)1 Year Chart         PXD Pioneer Natural Resources Co 541 New $275.32 $13,000 51 0% 13,000 51 0    Independent Oil & Gas
   (VMC)1 Year Chart         VMC Vulcan Materials Co 549 New $255.77 $11,000 60 0% 11,000 60 0    General Building Mate...
   (CAH)1 Year Chart         CAH Cardinal Health Inc 558 New $99.27 $11,000 186 0% 11,000 186 0    Drugs Wholesale
   (EOG)1 Year Chart         EOG EOG Resources Inc 557 New $124.55 $11,000 96 0% 11,000 96 0    Independent Oil & Gas

      25 Records Found
  1    
Page 1 of 1
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