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
376
$321K 0.03%
+6,439
377
$319K 0.03%
2,732
-40
378
$319K 0.03%
3,647
+805
379
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13,235
+5
380
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5,559
-381
381
$315K 0.03%
2,385
382
$311K 0.03%
11,900
383
$309K 0.03%
11,826
+2,200
384
$306K 0.03%
12,500
-500
385
$304K 0.03%
19,020
-315
386
$301K 0.03%
6,300
-1,000
387
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12,200
-500
388
$298K 0.03%
6,303
-840
389
$298K 0.03%
3,535
-600
390
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11,503
391
$294K 0.03%
9,168
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392
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393
$293K 0.03%
11,850
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394
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1,138
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395
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11,315
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396
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11,182
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397
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11,153
-3,144
398
$282K 0.03%
2,263
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399
$281K 0.03%
7,204
400
$279K 0.03%
+2,500
14 15
16
17 18