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
176
$994K 0.06%
10,648
+166
177
$985K 0.06%
4,874
+293
178
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5,765
-275
179
$956K 0.05%
15,417
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180
$955K 0.05%
16,012
181
$935K 0.05%
28,900
+3,610
182
$922K 0.05%
17,791
-2,320
183
$903K 0.05%
+15,390
184
$894K 0.05%
26,273
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185
$890K 0.05%
50,000
+20,000
186
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16,098
+120
187
$886K 0.05%
14,653
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188
$856K 0.05%
12,485
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189
$853K 0.05%
8,897
190
$849K 0.05%
11,030
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191
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5,766
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192
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16,414
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193
$790K 0.04%
11,716
194
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6,133
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195
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7,814
196
$760K 0.04%
6,004
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197
$752K 0.04%
8,598
-345
198
$750K 0.04%
11,551
+1,359
199
$744K 0.04%
5,861
+103
200
$685K 0.04%
31,289
-2,205
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8
9 10