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
501
$13K ﹤0.01%
400
502
$13K ﹤0.01%
230
503
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504
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756
506
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750
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+40
508
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810
509
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510
$12K ﹤0.01%
300
511
$12K ﹤0.01%
400
512
$11K ﹤0.01%
+368
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86
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$11K ﹤0.01%
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$11K ﹤0.01%
+30
521
$11K ﹤0.01%
41
522
$11K ﹤0.01%
186
523
$10K ﹤0.01%
388
524
$10K ﹤0.01%
42
525
$10K ﹤0.01%
380