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
76
$3.87M 0.36%
47,703
+2,678
77
$3.86M 0.36%
151,752
-1,115
78
$3.82M 0.36%
144,075
-682
79
$3.79M 0.35%
49,579
-1,521
80
$3.74M 0.35%
135,145
+7,800
81
$3.69M 0.35%
29,037
+2,838
82
$3.68M 0.34%
69,623
+631
83
$3.67M 0.34%
159,507
+288
84
$3.64M 0.34%
143,899
-1,805
85
$3.62M 0.34%
41,220
+1,416
86
$3.57M 0.33%
43,402
+365
87
$3.54M 0.33%
64,230
+2,221
88
$3.48M 0.33%
+87,369
89
$3.48M 0.33%
29,512
+13,096
90
$3.43M 0.32%
36,162
+1,320
91
$3.34M 0.31%
41,295
-155
92
$3.3M 0.31%
81,519
+676
93
$3.3M 0.31%
125,772
-9,464
94
$3.29M 0.31%
126,359
-300
95
$3.27M 0.31%
43,347
-92
96
$3.26M 0.3%
89,346
-3,797
97
$3.24M 0.3%
53,288
-1,819
98
$3.24M 0.3%
73,947
+4,045
99
$3.2M 0.3%
33,989
-40
100
$3.19M 0.3%
66,382
+1,280
2 3
4
5 6