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
201
$62K 0.01%
1,230
+1,001
202
$60K 0.01%
644
-211
203
$60K 0.01%
+2,889
204
$60K 0.01%
438
205
$58K 0.01%
1,400
206
$58K 0.01%
+1,300
207
$57K 0.01%
412
208
$57K 0.01%
2,000
209
$56K 0.01%
1,497
-3
210
$56K 0.01%
1,268
211
$56K 0.01%
+1,477
212
$56K 0.01%
2,000
-8,426
213
$56K 0.01%
1,731
+90
214
$53K 0.01%
+414
215
$53K 0.01%
915
216
$52K 0.01%
1,725
217
$52K 0.01%
212
218
$52K 0.01%
1,001
219
$51K 0.01%
+250
220
$50K 0.01%
1,575
+282
221
$50K 0.01%
524
222
$49K 0.01%
306
223
$48K 0.01%
1,830
224
$48K 0.01%
300
225
$48K 0.01%
1,032
-115
7 8
9
10 11