KIA
KCM Investment Advisors Portfolio holdings
AUM
$2.98B
1-Year Return
16.3%
This Quarter Return
-2.41%
1 Year Return
+16.3%
3 Year Return
+70.08%
5 Year Return
+119.63%
10 Year Return
+251.67%
AUM
$1.65B
AUM Growth
-$64.1M
(-3.7%)
Cap. Flow
-$34M
Cap. Flow
% of AUM
-2.06%
Top 10 Holdings %
Top 10 Hldgs %
20.79%
Holding
552
New
30
Increased
160
Reduced
259
Closed
29
Top Buys
| 1 |
Consumer Discretionary Select Sector SPDR Fund
XLY
|
+$7.79M |
| 2 |
Technology Select Sector SPDR Fund
XLK
|
+$6.24M |
| 3 |
Health Care Select Sector SPDR Fund
XLV
|
+$4.13M |
| 4 |
Industrial Select Sector SPDR Fund
XLI
|
+$2.85M |
| 5 |
Financial Select Sector SPDR Fund
XLF
|
+$2.01M |
Top Sells
| 1 |
Kimberly-Clark
KMB
|
+$5.36M |
| 2 |
Wells Fargo
WFC
|
+$4.18M |
| 3 |
Merck
MRK
|
+$4.04M |
| 4 |
ABB
ABB Ltd.
ABB
|
+$2.51M |
| 5 |
Edison International
EIX
|
+$1.96M |
Sector Composition
| 1 | Technology | 9.23% |
| 2 | Healthcare | 9.21% |
| 3 | Consumer Staples | 7.45% |
| 4 | Communication Services | 7.23% |
| 5 | Industrials | 6.88% |
