Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| KINGS POINT CAPITAL MANAGEMENT | 02-11-2022 | 12-31-2021 | 635 | 1,222,975,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SELECT SECTOR SPDR TR CON | SBI CONS DISCR | 151 | $627,000 | 3,065 | 0.05 | 0.05 | 21 | 0.69 | 12-31-2021 |
| KIMBERLY CLARK CORP | COM | 152 | $617,000 | 4,315 | 0.05 | 0.05 | 0 | 0.00 | 12-31-2021 |
| UIPATH INC | CL A | 153 | $616,000 | 55,000 | 0.05 | 0.02 | 34,500 | 168.29 | 12-31-2021 |
| DUKE ENERGY CORP | COM | 154 | $611,000 | 5,823 | 0.05 | 5,823 | +Inf | 12-31-2021 |
