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
$1.78B
AUM Growth
+$294M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
352
New
Increased
Reduced
Closed

Top Buys

1
+$5.34M
2
+$3.75M
3
+$3.65M
4
KKR icon
KKR & Co
KKR
+$3.28M
5
INTC icon
Intel
INTC
+$3.08M

Top Sells

1
+$22.6M
2
+$7.78M
3
+$6.94M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$4.42M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$4.14M

Sector Composition

1 Technology 15.87%
2 Healthcare 8.58%
3 Consumer Staples 8.49%
4 Consumer Discretionary 8.18%
5 Financials 6.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
– –
-23,546
352
– –
-9,661
11 12 13 14
15