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
101
$3.24M 0.18%
57,482
-79
102
$3.21M 0.18%
71,747
-11,126
103
$3.17M 0.18%
36,217
-1,419
104
$3.15M 0.18%
13,475
+965
105
$3.14M 0.18%
13,844
+5,520
106
$3.14M 0.18%
21,997
+2,479
107
$3.14M 0.18%
412,604
-58,690
108
$3.13M 0.18%
31,829
+912
109
$3.12M 0.18%
23,104
-1,148
110
$2.94M 0.17%
240,342
+48
111
$2.75M 0.15%
55,931
+3,460
112
$2.63M 0.15%
16,049
+200
113
$2.55M 0.14%
17,049
-192
114
$2.52M 0.14%
14,485
+340
115
$2.51M 0.14%
14,778
+145
116
$2.5M 0.14%
109,601
+8,765
117
$2.42M 0.14%
9,209
+81
118
$2.4M 0.14%
43,415
-1,220
119
$2.36M 0.13%
49,317
-650
120
$2.34M 0.13%
7,513
+133
121
$2.33M 0.13%
+37,784
122
$2.31M 0.13%
20,276
-1,236
123
$2.23M 0.13%
18,582
+3,088
124
$2.23M 0.13%
8,617
+728
125
$2.21M 0.12%
15,553
+2,326
3 4
5
6 7