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KIA

KCM Investment Advisors Portfolio holdings

AUM $3.01B
1-Year Est. Return 21.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$919M
AUM Growth
+$81M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
472
New
Increased
Reduced
Closed

Top Buys

1 +$1.95M
2 +$1.77M
3 +$1.75M
4
WBA
Walgreens Boots Alliance
WBA
+$1.43M
5
AEK.CL
Aegon NV
AEK.CL
+$1.43M

Sector Composition

1 Healthcare 10.9%
2 Consumer Staples 9.36%
3 Energy 9.04%
4 Industrials 7.33%
5 Technology 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$23K ﹤0.01%
10,000
427
-65,672
428
-2,313
429
-9,583
430
-51
431
-50,725
432
-9,291
433
-11,948
434
-16,750
435
-47,050
436
$0 ﹤0.01%
12,245
437
-20,477
438
-16,966
439
-24,928
440
-4,297
441
-5,670
442
-8,808
443
-9,662