KIA
KCM Investment Advisors Portfolio holdings
AUM
$2.98B
1-Year Return
16.3%
This Quarter Return
+3.43%
1 Year Return
+16.3%
3 Year Return
+70.08%
5 Year Return
+119.63%
10 Year Return
+251.67%
AUM
$1.43B
AUM Growth
+$71.9M
(+5.3%)
Cap. Flow
+$13.5M
Cap. Flow
% of AUM
0.94%
Top 10 Holdings %
Top 10 Hldgs %
18.38%
Holding
549
New
31
Increased
228
Reduced
191
Closed
24
Top Buys
| 1 |
PRE.PRH
PartnerRe Ltd. 7.25% Series H Cumulative Redeemable Preferred Shares, $1.00 par value
PRE.PRH
|
$6.45M |
| 2 |
SIVB
SVB Financial Group
SIVB
|
$2.25M |
| 3 |
Microsoft
MSFT
|
$1.72M |
| 4 |
Sempra
SRE
|
$1.3M |
| 5 |
Invesco Preferred ETF
PGX
|
$1.23M |
Top Sells
Sector Composition
| 1 | Healthcare | 10.97% |
| 2 | Consumer Staples | 10.31% |
| 3 | Communication Services | 8.19% |
| 4 | Industrials | 7.3% |
| 5 | Technology | 6.96% |
