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
176
$1.53M 0.14%
51,050
-40
177
$1.53M 0.14%
60,783
+1,359
178
$1.49M 0.14%
1,017
+35
179
$1.49M 0.14%
31,809
+10,015
180
$1.46M 0.14%
46,695
+2,862
181
$1.46M 0.14%
56,160
+2,400
182
$1.46M 0.14%
56,144
+6,716
183
$1.44M 0.13%
16,800
+2,562
184
$1.44M 0.13%
16,347
-159
185
$1.43M 0.13%
18,832
+3,177
186
$1.43M 0.13%
4,527
+336
187
$1.43M 0.13%
55,040
-2,500
188
$1.41M 0.13%
52,350
+9,025
189
$1.4M 0.13%
16,933
+513
190
$1.4M 0.13%
48,940
+1,120
191
$1.39M 0.13%
1,144
+342
192
$1.37M 0.13%
172,374
+9,384
193
$1.37M 0.13%
52,163
+743
194
$1.36M 0.13%
+35,845
195
$1.36M 0.13%
52,186
+804
196
$1.33M 0.12%
21,361
-64
197
$1.32M 0.12%
25,245
-120
198
$1.3M 0.12%
54,540
-2,102
199
$1.28M 0.12%
26,295
+9,575
200
$1.27M 0.12%
48,220
+934
6 7
8
9 10