KPCM

Kings Point Capital Management Portfolio holdings

AUM $1.15B
1-Year Est. Return 14.71%
This Quarter Est. Return
1 Year Est. Return
+14.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$448M
AUM Growth
-$88.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
384
New
Increased
Reduced
Closed

Top Buys

1
+$2.66M
2
+$2.41M
3
+$2.07M
4
TSS
Total System Services, Inc.
TSS
+$1.95M
5
AJG icon
Arthur J. Gallagher & Co
AJG
+$1.5M

Top Sells

1
+$6.61M
2
+$3.67M
3
+$3.08M
4
MS icon
Morgan Stanley
MS
+$2.53M
5
USPH icon
US Physical Therapy
USPH
+$2.15M

Sector Composition

1 Financials 14.1%
2 Healthcare 13.26%
3 Industrials 13.26%
4 Technology 12.91%
5 Consumer Discretionary 6.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$21K ﹤0.01%
467
302
$21K ﹤0.01%
226
303
$20K ﹤0.01%
250
-56
304
$20K ﹤0.01%
127
305
$20K ﹤0.01%
1,300
306
$20K ﹤0.01%
200
307
$20K ﹤0.01%
450
308
$19K ﹤0.01%
1,000
309
$19K ﹤0.01%
+150
310
$18K ﹤0.01%
200
311
$18K ﹤0.01%
150
312
$18K ﹤0.01%
354
313
$18K ﹤0.01%
50
314
$18K ﹤0.01%
+1,469
315
$17K ﹤0.01%
384
316
$17K ﹤0.01%
400
317
$16K ﹤0.01%
100
318
$16K ﹤0.01%
637
319
$16K ﹤0.01%
500
320
$16K ﹤0.01%
693
321
$16K ﹤0.01%
810
322
$16K ﹤0.01%
450
323
$16K ﹤0.01%
850
324
$16K ﹤0.01%
556
325
$15K ﹤0.01%
360
11 12
13
14 15