KIA
KCM Investment Advisors Portfolio holdings
AUM
$2.98B
1-Year Return
16.3%
This Quarter Return
+6.08%
1 Year Return
+16.3%
3 Year Return
+70.08%
5 Year Return
+119.63%
10 Year Return
+251.67%
AUM
$919M
AUM Growth
+$81M
(+9.7%)
Cap. Flow
+$20.8M
Cap. Flow
% of AUM
2.26%
Top 10 Holdings %
Top 10 Hldgs %
18.32%
Holding
472
New
35
Increased
203
Reduced
155
Closed
18
Top Buys
| 1 |
ENH.PRA
ENDURANCE SPECIALTY HOLDINGS LTD PFD SER A
ENH.PRA
|
$1.95M |
| 2 |
Invesco Preferred ETF
PGX
|
$1.75M |
| 3 |
AHL.PRB.CL
ASPEN Insurance Holding Limited
AHL.PRB.CL
|
$1.72M |
| 4 |
AEK.CL
Aegon N.v.
AEK.CL
|
$1.47M |
| 5 |
WBA
Walgreens Boots Alliance
WBA
|
$1.41M |
Top Sells
Sector Composition
| 1 | Healthcare | 10.9% |
| 2 | Consumer Staples | 9.36% |
| 3 | Energy | 9.04% |
| 4 | Industrials | 7.33% |
| 5 | Technology | 6.89% |
