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
326
$451K 0.04%
+4,840
327
$445K 0.04%
5,712
+1,238
328
$443K 0.04%
22,305
329
$443K 0.04%
10,400
-700
330
$443K 0.04%
17,700
-500
331
$433K 0.04%
7,385
+2,100
332
$432K 0.04%
18,100
-1,000
333
$427K 0.04%
2,310
-1,565
334
$424K 0.04%
1,501
+23
335
$420K 0.04%
16,780
-900
336
$415K 0.04%
16,456
+889
337
$413K 0.04%
13,623
+1,292
338
$413K 0.04%
11,928
339
$410K 0.04%
6,822
+200
340
$406K 0.04%
4,832
341
$406K 0.04%
14,800
-1,500
342
$400K 0.04%
15,450
-500
343
$395K 0.04%
2,360
344
$395K 0.04%
15,805
-193
345
$391K 0.04%
6,706
346
$390K 0.04%
3,851
347
$389K 0.04%
10,955
348
$388K 0.04%
5,060
-10
349
$388K 0.04%
15,235
+2,300
350
$379K 0.04%
15,262
-2,863
12 13
14
15 16