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
76
$5.31M 0.3%
40,853
-6,268
77
$5.23M 0.29%
150,854
+23,963
78
$4.99M 0.28%
57,385
-3,523
79
$4.62M 0.26%
125,431
+6,310
80
$4.38M 0.25%
253,722
-30,441
81
$4.35M 0.24%
36,088
-1,460
82
$4.35M 0.24%
37,499
+2,509
83
$4.24M 0.24%
30,419
-1,476
84
$4.19M 0.24%
56,769
-12,289
85
$4.11M 0.23%
81,638
-4,604
86
$4.09M 0.23%
24,944
+467
87
$4.05M 0.23%
11,185
+7,758
88
$3.89M 0.22%
8,945
+2,395
89
$3.87M 0.22%
68,729
+8,056
90
$3.77M 0.21%
48,053
+3,585
91
$3.68M 0.21%
11,173
+536
92
$3.64M 0.21%
28,804
-538
93
$3.6M 0.2%
12,190
-120
94
$3.59M 0.2%
63,188
+12,037
95
$3.56M 0.2%
72,304
+10,363
96
$3.48M 0.2%
23,282
-13,634
97
$3.38M 0.19%
19,974
+1,719
98
$3.33M 0.19%
23,054
-11,229
99
$3.29M 0.18%
45,645
+1,455
100
$3.28M 0.18%
+106,239
2 3
4
5 6