KIA

KCM Investment Advisors Portfolio holdings

AUM $3.11B
1-Year Est. Return 18.14%
This Quarter Est. Return
1 Year Est. Return
+18.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.07B
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
511
New
Increased
Reduced
Closed

Top Buys

1
+$3.48M
2
+$1.64M
3
+$1.54M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.53M
5
PG icon
Procter & Gamble
PG
+$1.41M

Top Sells

1
+$2.48M
2
+$2.44M
3
+$2.32M
4
BCS.PRD.CL
Barclays Bank Plc
BCS.PRD.CL
+$1.51M
5
UNH icon
UnitedHealth
UNH
+$1.27M

Sector Composition

1 Healthcare 11%
2 Energy 9.42%
3 Consumer Staples 8.8%
4 Industrials 6.94%
5 Technology 6.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$931K 0.09%
36,635
-13,375
227
$929K 0.09%
12,620
-800
228
$925K 0.09%
13,351
-1,185
229
$920K 0.09%
34,713
+2,296
230
$900K 0.08%
12,341
+613
231
$893K 0.08%
7,517
+4,676
232
$884K 0.08%
34,321
-2,329
233
$882K 0.08%
34,305
-1,000
234
$877K 0.08%
17,479
+7,819
235
$862K 0.08%
9,957
-37
236
$857K 0.08%
32,484
+1,150
237
$857K 0.08%
33,237
-28,671
238
$843K 0.08%
31,991
-132
239
$826K 0.08%
9,085
+2,228
240
$815K 0.08%
8,244
-2,368
241
$811K 0.08%
18,315
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242
$808K 0.08%
9,882
-15,520
243
$806K 0.08%
29,955
-150
244
$788K 0.07%
7,335
-50
245
$785K 0.07%
30,919
-1,063
246
$778K 0.07%
60,987
+29,202
247
$778K 0.07%
14,457
248
$775K 0.07%
16,638
-800
249
$765K 0.07%
+10,216
250
$758K 0.07%
+30,040
8 9
10
11 12