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
301
$504K 0.05%
5,864
+658
302
$503K 0.05%
24,880
-550
303
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18,543
+6,273
304
$498K 0.05%
9,448
-844
305
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+14,046
306
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18,650
+5,600
307
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18,900
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308
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8,620
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309
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4,661
310
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311
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5,900
312
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313
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5,201
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314
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315
$467K 0.04%
5,674
316
$465K 0.04%
18,320
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317
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11,782
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36,261
319
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18,950
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320
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11,523
321
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6,760
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322
$459K 0.04%
17,020
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323
$458K 0.04%
7,220
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324
$452K 0.04%
3,551
-155
325
$452K 0.04%
10,251
11 12
13
14 15