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
$2.49B
AUM Growth
+$24.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
415
New
Increased
Reduced
Closed

Top Buys

1
+$3.37M
2
+$3.26M
3
+$2.29M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$1.82M
5
AMT icon
American Tower
AMT
+$1.77M

Top Sells

1
+$12.4M
2
+$11M
3
+$10.2M
4
MSFT icon
Microsoft
MSFT
+$7.04M
5
WFC icon
Wells Fargo
WFC
+$6.56M

Sector Composition

1 Technology 18.26%
2 Healthcare 8.35%
3 Consumer Staples 8.09%
4 Consumer Discretionary 7.71%
5 Industrials 6.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$753K 0.03%
23,088
-3,928
227
$746K 0.03%
3,599
+207
228
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9,579
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229
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230
$697K 0.03%
9,039
-4,067
231
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232
$682K 0.03%
10,061
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233
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234
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4,338
235
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34,136
236
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237
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35,994
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238
$611K 0.02%
4,100
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239
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6,933
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240
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241
$590K 0.02%
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242
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243
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244
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245
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45,700
246
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247
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27,811
+17,646
248
$568K 0.02%
3,188
-8,867
249
$564K 0.02%
10,421
250
$554K 0.02%
8,015
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10
11 12