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
$1.78B
AUM Growth
+$294M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
352
New
Increased
Reduced
Closed

Top Buys

1
+$5.34M
2
+$3.75M
3
+$3.65M
4
KKR icon
KKR & Co
KKR
+$3.28M
5
INTC icon
Intel
INTC
+$3.08M

Top Sells

1
+$22.6M
2
+$7.78M
3
+$6.94M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$4.42M
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$4.14M

Sector Composition

1 Technology 15.87%
2 Healthcare 8.58%
3 Consumer Staples 8.49%
4 Consumer Discretionary 8.18%
5 Financials 6.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$488K 0.03%
6,125
-532
227
$488K 0.03%
4,281
+517
228
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7,127
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229
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230
$484K 0.03%
6,895
-67
231
$479K 0.03%
12,215
-1,797
232
$473K 0.03%
2,192
+137
233
$471K 0.03%
1,309
234
$464K 0.03%
15,248
-1,524
235
$461K 0.03%
213,553
+160,553
236
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+7,000
237
$451K 0.03%
7,200
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238
$450K 0.03%
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239
$433K 0.02%
10,220
-7,923
240
$429K 0.02%
7,052
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241
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288
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243
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8,064
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244
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245
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246
$404K 0.02%
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247
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8,025
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248
$403K 0.02%
14,380
-150
249
$398K 0.02%
1,213
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250
$395K 0.02%
2,939
-753
8 9
10
11 12