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
276
$591K 0.06%
+15,105
277
$589K 0.06%
20,000
-3,600
278
$582K 0.05%
22,573
-561
279
$576K 0.05%
10,286
-382
280
$574K 0.05%
7,470
281
$571K 0.05%
3,770
+1,800
282
$570K 0.05%
25,002
283
$569K 0.05%
569
-35
284
$565K 0.05%
17,229
-2,079
285
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7,893
-401
286
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7,670
+2,500
287
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5,325
-1,000
288
$552K 0.05%
8,900
-500
289
$547K 0.05%
+11,450
290
$545K 0.05%
10,608
291
$536K 0.05%
12,149
+1,480
292
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293
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6,370
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294
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10,000
295
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4,558
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296
$523K 0.05%
+10,610
297
$512K 0.05%
19,466
+1,540
298
$510K 0.05%
2,589
299
$507K 0.05%
9,666
+1,940
300
$505K 0.05%
10,508
-500
10 11
12
13 14