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
101
$3.13M 0.29%
110,381
+737
102
$3.11M 0.29%
31,043
-318
103
$3.1M 0.29%
117,762
+27,300
104
$3.09M 0.29%
124,170
+2,166
105
$3.05M 0.28%
48,999
+14,476
106
$3.02M 0.28%
110,715
+51,331
107
$3.02M 0.28%
40,722
+1,803
108
$2.81M 0.26%
42,010
-490
109
$2.8M 0.26%
51,817
+1,109
110
$2.8M 0.26%
62,776
+71
111
$2.76M 0.26%
60,849
+1,025
112
$2.74M 0.26%
29,756
+581
113
$2.74M 0.26%
37,667
+737
114
$2.7M 0.25%
20,330
+482
115
$2.66M 0.25%
61,742
+11,367
116
$2.66M 0.25%
39,800
+572
117
$2.62M 0.25%
20,720
+1,920
118
$2.61M 0.24%
57,553
+15,309
119
$2.58M 0.24%
99,415
+1,247
120
$2.55M 0.24%
42,986
+1,734
121
$2.54M 0.24%
59,732
+2,644
122
$2.47M 0.23%
47,198
-5,000
123
$2.46M 0.23%
92,597
+1,869
124
$2.4M 0.22%
70,108
+32
125
$2.4M 0.22%
92,663
-58,321
3 4
5
6 7