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
126
$2.35M 0.22%
70,328
+29,553
127
$2.3M 0.22%
21,168
+2,540
128
$2.29M 0.21%
33,458
+9,375
129
$2.28M 0.21%
86,709
+6,787
130
$2.24M 0.21%
86,843
+790
131
$2.21M 0.21%
90,228
-29,290
132
$2.21M 0.21%
65,002
+35,783
133
$2.16M 0.2%
140,412
+1,958
134
$2.14M 0.2%
15,371
-335
135
$2.11M 0.2%
31,805
+1,116
136
$2.08M 0.19%
55,168
-835
137
$2.08M 0.19%
77,851
+1,276
138
$2.06M 0.19%
78,617
+19,900
139
$2.05M 0.19%
19,082
+7,649
140
$2.03M 0.19%
24,050
-1,593
141
$2.02M 0.19%
131,748
+42,298
142
$2M 0.19%
21,337
+6,184
143
$2M 0.19%
44,097
-100
144
$1.99M 0.19%
50,766
-4,572
145
$1.98M 0.19%
75,992
+997
146
$1.97M 0.18%
77,135
-1,768
147
$1.96M 0.18%
113,793
+20,730
148
$1.94M 0.18%
21,367
-369
149
$1.93M 0.18%
59,550
+700
150
$1.92M 0.18%
37,235
-2,608
4 5
6
7 8