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
51
$5.37M 0.5%
205,169
+14,173
52
$5.28M 0.49%
20,258
+2,352
53
$5.25M 0.49%
198,062
+77
54
$5.2M 0.49%
187,364
+26,184
55
$5.15M 0.48%
132,888
+7,670
56
$5M 0.47%
94,085
+5,272
57
$4.98M 0.47%
94,725
+5,381
58
$4.85M 0.45%
83,711
-303
59
$4.79M 0.45%
61,283
+36
60
$4.77M 0.45%
53,816
+429
61
$4.75M 0.44%
164,029
+20,373
62
$4.59M 0.43%
171,212
+27,976
63
$4.59M 0.43%
166,812
+9,125
64
$4.57M 0.43%
107,771
+6,534
65
$4.53M 0.42%
55,912
+3,087
66
$4.46M 0.42%
37,609
+809
67
$4.4M 0.41%
69,032
+3,880
68
$4.25M 0.4%
110,154
+6,675
69
$4.22M 0.39%
82,052
+4,124
70
$4.12M 0.38%
281,441
+35,800
71
$4.11M 0.38%
70,738
-700
72
$4.08M 0.38%
46,442
+2,860
73
$3.99M 0.37%
137,229
+26,025
74
$3.89M 0.36%
101,341
-2,472
75
$3.88M 0.36%
32,613
+2,917
1 2
3
4 5