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
351
$376K 0.04%
9,264
352
$373K 0.03%
3,850
-515
353
$371K 0.03%
22,840
+1,080
354
$367K 0.03%
3,036
355
$366K 0.03%
14,100
-800
356
$366K 0.03%
2,922
+528
357
$365K 0.03%
+17,465
358
$364K 0.03%
15,100
-1,100
359
$362K 0.03%
9,256
-2,465
360
$358K 0.03%
3,279
361
$351K 0.03%
13,702
-600
362
$345K 0.03%
5,008
-7
363
$339K 0.03%
5,860
+1,365
364
$337K 0.03%
8,196
+755
365
$335K 0.03%
3,226
+377
366
$335K 0.03%
+1,504
367
$334K 0.03%
12,584
-932
368
$328K 0.03%
+13,041
369
$327K 0.03%
+4,500
370
$327K 0.03%
3,970
+372
371
$325K 0.03%
3,226
+23
372
$325K 0.03%
4,829
+1,401
373
$324K 0.03%
5,512
374
$324K 0.03%
11,710
+3,000
375
$322K 0.03%
12,493
+44
13 14
15
16 17