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
401
$276K 0.03%
11,753
+7
402
$275K 0.03%
4,088
-1,596
403
$273K 0.03%
4,814
+2
404
$271K 0.03%
9,360
-59
405
$271K 0.03%
3,753
406
$267K 0.03%
+3,680
407
$267K 0.03%
6,589
+650
408
$264K 0.02%
2,280
409
$264K 0.02%
10,800
-1,100
410
$263K 0.02%
+3,967
411
$261K 0.02%
+10,410
412
$256K 0.02%
+1,750
413
$256K 0.02%
11,000
-500
414
$254K 0.02%
5,629
415
$250K 0.02%
6,400
416
$249K 0.02%
3,709
-1,245
417
$248K 0.02%
6,685
418
$247K 0.02%
9,951
-200
419
$247K 0.02%
+9,368
420
$246K 0.02%
+36,470
421
$246K 0.02%
2,000
422
$243K 0.02%
10,845
-1,000
423
$239K 0.02%
+2,900
424
$239K 0.02%
+3,210
425
$238K 0.02%
9,649
+117
15 16
17
18 19