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
26
$8.1M 0.76%
109,222
+6,240
27
$7.91M 0.74%
140,164
+9,020
28
$7.71M 0.72%
273,706
+20,079
29
$7.52M 0.7%
180,329
-1,064
30
$7.42M 0.69%
37,907
+7,826
31
$7.17M 0.67%
80,280
+5,579
32
$6.91M 0.65%
111,213
+4,666
33
$6.88M 0.64%
98,792
+15,852
34
$6.84M 0.64%
181,452
+4,631
35
$6.79M 0.63%
74,312
+5,638
36
$6.79M 0.63%
161,877
+4,850
37
$6.74M 0.63%
122,164
+11,727
38
$6.73M 0.63%
98,755
+8,027
39
$6.7M 0.63%
68,129
+2,048
40
$6.69M 0.63%
65,172
+5,590
41
$6.32M 0.59%
82,142
+1,146
42
$6.19M 0.58%
107,392
+6,062
43
$6.02M 0.56%
51,433
+1,933
44
$5.96M 0.56%
222,951
+1,649
45
$5.85M 0.55%
135,894
+15,296
46
$5.79M 0.54%
67,507
+852
47
$5.79M 0.54%
129,404
+7,057
48
$5.52M 0.52%
129,979
+2,827
49
$5.51M 0.52%
203,647
-2,000
50
$5.43M 0.51%
48,744
+541
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