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
$1.78B
AUM Growth
+$294M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
352
New
Increased
Reduced
Closed

Top Buys

1
+$5.34M
2
+$3.75M
3
+$3.65M
4
KKR icon
KKR & Co
KKR
+$3.28M
5
INTC icon
Intel
INTC
+$3.08M

Top Sells

1
+$22.6M
2
+$7.78M
3
+$6.94M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$4.42M
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$4.14M

Sector Composition

1 Technology 15.87%
2 Healthcare 8.58%
3 Consumer Staples 8.49%
4 Consumer Discretionary 8.18%
5 Financials 6.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$10.3M 0.58%
145,540
+9,220
52
$10M 0.56%
109,956
+3,026
53
$9.85M 0.55%
211,205
+11,527
54
$9.76M 0.55%
26,744
+1,633
55
$9.23M 0.52%
6,876
+325
56
$8.88M 0.5%
151,228
+5,301
57
$8.46M 0.48%
92,237
-1,172
58
$7.8M 0.44%
136,419
-135,945
59
$7.4M 0.42%
125,795
+7,585
60
$7.29M 0.41%
99,575
-1,443
61
$7.26M 0.41%
22,381
+963
62
$7.2M 0.4%
132,485
+4,466
63
$6.65M 0.37%
50,263
+22
64
$6.62M 0.37%
278,518
+13,347
65
$6.47M 0.36%
34,531
+136
66
$6.28M 0.35%
202,375
+18,862
67
$6.16M 0.35%
76,322
-449
68
$6.15M 0.35%
19,857
-72,918
69
$6.1M 0.34%
67,976
+6,634
70
$5.92M 0.33%
177,663
+160,249
71
$5.91M 0.33%
27,506
+88
72
$5.79M 0.33%
153,058
+7,580
73
$5.79M 0.33%
32,441
+7,093
74
$5.56M 0.31%
30,318
-7,578
75
$5.51M 0.31%
40,341
+125
1 2
3
4 5