KINGS POINT CAPITAL MANAGEMENT Information

111 GREAT NECK ROAD, GREAT NECK, New York, 11021, (516) 439-5105

Report Date: 03/31/2014

Position Statistics

Total Positions 303
New Positions 29
Increased Positions 110
Decreased Positions 48
Positions with Activity 158
Sold Out Positions 26
Total Mkt Value (in $ millions) 328

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 1.93%
Capital Goods 0.3%
Conglomerates
Consumer Cyclical 3.21%
Consumer/Non-Cyclical 14.17%
Energy 5.5%
Financial 18.9%
Healthcare 5.01%
Services 24.83%
Technology 14.74%
Transportation 0.51%
Utilities 9.75%

303 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
APPLE INC COM 14,864 264 1.81 151,438
NEWELL RUBBERMAID INC COM 13,831 1,586 12.96 437,544
JARDEN CORP COM 12,173 1,363 12.61 211,991
HILLSHIRE BRANDS CO COM 10,032 New 159,765
CVS CAREMARK CORPORATION COM 9,883 253 2.63 127,125
VANGUARD INTL EQUITY INDEX FD FTSE EUROPE ETF 9,474 1,801 23.47 161,916
AMERICAN TOWER CORP NEW COM 8,584 134 1.59 89,186
VERIZON COMMUNICATIONS INC COM 8,054 398 5.20 155,609
HANESBRANDS INC COM 7,714 New 76,641
EBAY INC COM 7,686 81 1.07 144,398
HONEYWELL INTL INC COM 7,573 146 1.96 80,501
OMNICOM GROUP INC COM 7,524 189 2.58 104,910
WISDOMTREE TR EMG MKTS SMCAP 7,383 146 2.02 151,318
BANK OF AMERICA CORPORATION COM 7,358 703 10.57 472,281
ENTERPRISE PRODS PARTNERS L P COM 7,358 38 .53 95,768
ENERGY TRANSFER EQUITY L P COM UT LTD PTN 7,194 41 .57 126,878
ISHARES TR S&P MC 400VL ETF 7,167 2,553 55.33 57,943
STARWOOD PPTY TR INC COM 6,774 292 4.51 285,347
ACCENTURE PLC IRELAND SHS CLASS A 6,557 493 8.13 81,463
E M C CORP MASS COM 6,522 101 1.57 218,130