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
$1.09B
AUM Growth
+$84.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
559
New
Increased
Reduced
Closed

Top Sells

1 +$10.5M
2 +$7.22M
3 +$5.59M
4
AJG icon
Arthur J. Gallagher & Co
AJG
+$2.74M
5
PYPL icon
PayPal
PYPL
+$804K

Sector Composition

1 Technology 18.39%
2 Financials 12.98%
3 Consumer Discretionary 10.46%
4 Industrials 10.12%
5 Healthcare 9.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$44K ﹤0.01%
600
352
$44K ﹤0.01%
+125
353
$43K ﹤0.01%
826
354
$43K ﹤0.01%
306
355
$43K ﹤0.01%
246
356
$43K ﹤0.01%
403
357
$42K ﹤0.01%
875
358
$42K ﹤0.01%
1,546
359
$42K ﹤0.01%
80
360
$41K ﹤0.01%
583
+9
361
$41K ﹤0.01%
694
362
$41K ﹤0.01%
899
363
$41K ﹤0.01%
622
364
$41K ﹤0.01%
200
365
$40K ﹤0.01%
729
366
$40K ﹤0.01%
1,190
367
$40K ﹤0.01%
500
368
$39K ﹤0.01%
25
+4
369
$39K ﹤0.01%
262
370
$38K ﹤0.01%
62
-138
371
$38K ﹤0.01%
406
372
$38K ﹤0.01%
469
373
$38K ﹤0.01%
185
374
$38K ﹤0.01%
415
375
$37K ﹤0.01%
524