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
$1.56B
AUM Growth
+$79.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
579
New
Increased
Reduced
Closed

Top Buys

1
+$4.65M
2
+$4.31M
3
+$3.2M
4
XLV icon
State Street Health Care Select Sector SPDR ETF
XLV
+$2.53M
5
XLY icon
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
+$2.29M

Top Sells

1
+$4.69M
2
+$2.21M
3
+$2.11M
4
SNY icon
Sanofi
SNY
+$1.71M
5
SSW.PRE
SEASPAN CORPORATION 8.25% Series E Cumulative Redeemable Perpetual Preferred Shares, par value $0.01
SSW.PRE
+$1.56M

Sector Composition

1 Consumer Staples 9.62%
2 Healthcare 9.36%
3 Communication Services 8.51%
4 Technology 8.04%
5 Industrials 7.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$410K 0.03%
15,772
-1,178
377
$406K 0.03%
19,000
378
$405K 0.03%
+15,406
379
$402K 0.03%
6,736
+690
380
$396K 0.03%
15,300
-400
381
$395K 0.03%
15,193
-1,207
382
$393K 0.03%
15,400
-1,000
383
$385K 0.02%
16,504
+1,700
384
$384K 0.02%
7,411
-336
385
$384K 0.02%
14,371
-141
386
$383K 0.02%
14,800
387
$377K 0.02%
6,301
388
$373K 0.02%
8,867
-1,253
389
$370K 0.02%
14,483
390
$368K 0.02%
47,950
-1,250
391
$368K 0.02%
14,479
392
$366K 0.02%
+14,350
393
$364K 0.02%
6,188
-118
394
$362K 0.02%
5,414
+2
395
$360K 0.02%
+14,109
396
$359K 0.02%
12,828
-102
397
$359K 0.02%
24,893
+1,500
398
$351K 0.02%
+2,885
399
$349K 0.02%
2,028
+11
400
$343K 0.02%
6,794
14 15
16
17 18