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
426
$234K 0.02%
7,250
427
$234K 0.02%
9,145
428
$230K 0.02%
+1,950
429
$229K 0.02%
+7,330
430
$229K 0.02%
4,800
431
$223K 0.02%
8,750
-200
432
$223K 0.02%
3,846
-644
433
$222K 0.02%
+4,248
434
$221K 0.02%
8,699
-555
435
$220K 0.02%
+8,640
436
$217K 0.02%
+7,580
437
$215K 0.02%
+8,730
438
$214K 0.02%
+3,142
439
$213K 0.02%
+4,964
440
$212K 0.02%
8,965
-1,000
441
$212K 0.02%
4,500
442
$211K 0.02%
+8,300
443
$209K 0.02%
7,245
444
$208K 0.02%
2,134
445
$208K 0.02%
+8,750
446
$206K 0.02%
+6,604
447
$206K 0.02%
+1,632
448
$205K 0.02%
640
449
$205K 0.02%
+7,602
450
$203K 0.02%
+2,450
16 17
18
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