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
426
$294K 0.02%
8,783
427
$294K 0.02%
12,659
+893
428
$291K 0.02%
6,248
-1,493
429
$291K 0.02%
4,558
-100
430
$291K 0.02%
12,209
+108
431
$289K 0.02%
3,654
432
$288K 0.02%
7,305
-2,215
433
$285K 0.02%
+4,482
434
$284K 0.02%
2,630
-370
435
$282K 0.02%
9,697
436
$282K 0.02%
21,940
-6,220
437
$281K 0.02%
24,160
-3,594
438
$280K 0.02%
11,400
439
$276K 0.02%
10,275
+5
440
$275K 0.02%
10,687
-65
441
$274K 0.02%
7,584
-247
442
$272K 0.02%
12,400
-7,460
443
$270K 0.02%
+10,109
444
$270K 0.02%
10,300
-800
445
$269K 0.02%
7,605
-1,020
446
$269K 0.02%
+10,568
447
$268K 0.02%
15,440
+4,956
448
$267K 0.02%
3,400
449
$264K 0.02%
+10,450
450
$264K 0.02%
3,854
+1,762
16 17
18
19 20