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
101
$1.23M 0.11%
25,770
-819
102
$1.2M 0.11%
15,752
+892
103
$1.17M 0.11%
6,583
104
$1.14M 0.1%
9,822
+1,208
105
$1.07M 0.1%
20,409
106
$1.06M 0.1%
2,469
+138
107
$1.02M 0.09%
45,885
+958
108
$919K 0.08%
2,137
109
$912K 0.08%
2,539
-50
110
$907K 0.08%
11,501
111
$902K 0.08%
16,352
-2,956
112
$859K 0.08%
3,511
+11
113
$854K 0.08%
8,457
+7,457
114
$848K 0.08%
8,277
+9
115
$847K 0.08%
5,482
116
$829K 0.08%
+11,524
117
$802K 0.07%
3,496
118
$798K 0.07%
9,810
+1
119
$764K 0.07%
6,783
+634
120
$757K 0.07%
9,740
-889
121
$745K 0.07%
7,029
+129
122
$713K 0.06%
9,408
+409
123
$711K 0.06%
4,592
124
$682K 0.06%
9,680
+19
125
$681K 0.06%
2,842
+77