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
151
$1.91M 0.18%
74,682
-588
152
$1.88M 0.18%
15,745
+1,750
153
$1.84M 0.17%
71,334
-1,398
154
$1.83M 0.17%
70,415
+3,302
155
$1.82M 0.17%
70,104
-1,050
156
$1.82M 0.17%
15,580
157
$1.78M 0.17%
63,170
+2,500
158
$1.78M 0.17%
45,936
+3,110
159
$1.76M 0.17%
26,610
+1,526
160
$1.76M 0.16%
43,103
+850
161
$1.75M 0.16%
58,179
-350
162
$1.75M 0.16%
29,205
+5,772
163
$1.73M 0.16%
65,896
+4,200
164
$1.71M 0.16%
40,928
-1,926
165
$1.67M 0.16%
32,325
+2,250
166
$1.65M 0.15%
63,234
-95,060
167
$1.62M 0.15%
57,739
-2,055
168
$1.59M 0.15%
79,889
+2,761
169
$1.58M 0.15%
20,486
-253
170
$1.57M 0.15%
55,430
+200
171
$1.56M 0.15%
61,240
+4,118
172
$1.56M 0.15%
13,172
+1,200
173
$1.55M 0.14%
26,689
+955
174
$1.54M 0.14%
42,934
+1,930
175
$1.53M 0.14%
11,962
+5,616
5 6
7
8 9