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
126
$245K 0.05%
+11,910
127
$243K 0.05%
1,527
-118
128
$241K 0.05%
11,729
129
$238K 0.05%
6,425
-19,068
130
$210K 0.05%
7,535
131
$197K 0.04%
+3,064
132
$194K 0.04%
2,542
133
$171K 0.04%
1,919
134
$171K 0.04%
2,875
+800
135
$168K 0.04%
2,419
+628
136
$158K 0.04%
1,075
137
$154K 0.03%
2,969
138
$148K 0.03%
3,360
+900
139
$145K 0.03%
14,020
-26,640
140
$141K 0.03%
6,786
141
$140K 0.03%
870
+300
142
$140K 0.03%
6,032
143
$139K 0.03%
3,040
144
$139K 0.03%
3,031
145
$136K 0.03%
6,697
-12,348
146
$134K 0.03%
537
-150
147
$130K 0.03%
3,799
-2,650
148
$128K 0.03%
1,185
-4,915
149
$127K 0.03%
949
150
$123K 0.03%
2,146
+1,010
4 5
6
7 8