KIA
KCM Investment Advisors Portfolio holdings
AUM
$2.98B
1-Year Return
16.3%
This Quarter Return
+3.18%
1 Year Return
+16.3%
3 Year Return
+70.08%
5 Year Return
+119.63%
10 Year Return
+251.67%
AUM
$1.64B
AUM Growth
+$40.1M
(+2.5%)
Cap. Flow
-$23.1M
Cap. Flow
% of AUM
-1.41%
Top 10 Holdings %
Top 10 Hldgs %
19.97%
Holding
558
New
22
Increased
206
Reduced
206
Closed
36
Top Buys
| 1 |
DuPont de Nemours
DD
|
+$10.3M |
| 2 |
AGN
Allergan plc
AGN
|
+$6.35M |
| 3 |
Technology Select Sector SPDR Fund
XLK
|
+$5.53M |
| 4 |
Amazon
AMZN
|
+$3.25M |
| 5 |
Financial Select Sector SPDR Fund
XLF
|
+$2.04M |
Top Sells
| 1 |
Comcast
CMCSA
|
+$9.14M |
| 2 |
DD
Du Pont De Nemours E I
DD
|
+$8.24M |
| 3 |
AHL.PRB.CL
ASPEN Insurance Holding Limited
AHL.PRB.CL
|
+$6.96M |
| 4 |
CHSP.PRA.CL
Chesapeake Lodging Trust
CHSP.PRA.CL
|
+$4.59M |
| 5 |
SIVB
SVB Financial Group
SIVB
|
+$4.21M |
Sector Composition
| 1 | Healthcare | 9.96% |
| 2 | Consumer Staples | 8.41% |
| 3 | Technology | 8.28% |
| 4 | Communication Services | 7.75% |
| 5 | Industrials | 7.43% |
