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
51
$3.36M 0.75%
18,921
-353
52
$3.32M 0.74%
27,717
-10,936
53
$3.31M 0.74%
109,358
-12,963
54
$3.06M 0.68%
64,676
55
$3.06M 0.68%
10
56
$2.94M 0.66%
39,956
+20,307
57
$2.88M 0.64%
38,827
-1,114
58
$2.75M 0.61%
65,682
-4,881
59
$2.7M 0.6%
53,185
+52,356
60
$2.43M 0.54%
29,114
-13,788
61
$2.31M 0.52%
26,492
-999
62
$2.24M 0.5%
10,989
-220
63
$2.11M 0.47%
47,147
+1,445
64
$2.08M 0.46%
31,155
65
$2.08M 0.46%
101,141
-9,077
66
$2.02M 0.45%
130,986
-276
67
$1.82M 0.41%
39,011
-532
68
$1.74M 0.39%
45,611
+9,464
69
$1.71M 0.38%
34,532
70
$1.67M 0.37%
25,350
-278
71
$1.5M 0.33%
4,959
-138
72
$1.41M 0.32%
64,930
-21,001
73
$1.4M 0.31%
31,969
-5,339
74
$1.39M 0.31%
10,592
+291
75
$1.28M 0.29%
16,309
-920
1 2
3
4 5