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
251
$393K 0.02%
443
252
$390K 0.02%
2,078
-125
253
$390K 0.02%
4,886
254
$385K 0.02%
6,350
-803
255
$370K 0.02%
5,915
256
$365K 0.02%
10,126
-15,925
257
$362K 0.02%
4,462
-159
258
$359K 0.02%
+5,819
259
$354K 0.02%
4,154
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260
$353K 0.02%
36,317
-350
261
$350K 0.02%
7,920
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262
$350K 0.02%
1,991
263
$349K 0.02%
+15,689
264
$345K 0.02%
+9,412
265
$344K 0.02%
2,787
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266
$339K 0.02%
2,564
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267
$338K 0.02%
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268
$331K 0.02%
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$329K 0.02%
7,379
-26,114
270
$322K 0.02%
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271
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1,756
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272
$316K 0.02%
4,140
273
$313K 0.02%
+614
274
$313K 0.02%
4,529
-373
275
$312K 0.02%
3,627
+271
9 10
11
12 13