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
26
$6.29M 1.4%
56,948
+9,213
27
$6.21M 1.39%
40,492
-715
28
$5.97M 1.33%
61,207
+1,667
29
$5.89M 1.31%
22,496
-393
30
$5.77M 1.29%
53,017
+1,537
31
$5.73M 1.28%
106,571
-90
32
$5.64M 1.26%
63,348
-2,509
33
$5.45M 1.22%
208,502
+92,160
34
$5.35M 1.19%
271,604
-5,267
35
$5.35M 1.19%
27,494
+5,083
36
$5.35M 1.19%
49,209
+1,623
37
$5.27M 1.18%
398,827
-2,894
38
$5.1M 1.14%
22,184
+1,365
39
$5.04M 1.13%
64,691
-4,510
40
$4.63M 1.03%
56,987
+23,985
41
$4.43M 0.99%
85,214
-1,221
42
$4.36M 0.97%
25,629
-1,558
43
$4.35M 0.97%
31,725
+4,307
44
$4.3M 0.96%
33,913
-2,154
45
$4.28M 0.96%
230,386
-15,428
46
$4.21M 0.94%
41,697
+6,031
47
$4.04M 0.9%
121,620
+25,780
48
$3.98M 0.89%
43,722
+22,753
49
$3.93M 0.88%
43,794
-3,608
50
$3.6M 0.8%
67,678
-19,111
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