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
$2.95B
AUM Growth
+$166M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
380
New
Increased
Reduced
Closed

Top Buys

1
+$7.37M
2
+$1.4M
3
+$1.39M
4
XLU icon
State Street Utilities Select Sector SPDR ETF
XLU
+$1.12M
5
TRV icon
Travelers Companies
TRV
+$847K

Top Sells

1
+$3.04M
2
+$2.28M
3
+$1.88M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.59M
5
USB icon
US Bancorp
USB
+$1.17M

Sector Composition

1 Technology 18.9%
2 Consumer Staples 8.27%
3 Healthcare 7.57%
4 Consumer Discretionary 7.17%
5 Industrials 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$793K 0.03%
33,810
-9,199
227
$786K 0.03%
4,950
228
$779K 0.03%
871
-27
229
$765K 0.03%
9,126
-99
230
$763K 0.03%
9,096
+282
231
$759K 0.03%
47,300
+300
232
$755K 0.03%
9,636
233
$751K 0.03%
2,169
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234
$740K 0.03%
9,480
-1,431
235
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3,574
+50
236
$729K 0.02%
5,398
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237
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9,967
238
$705K 0.02%
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239
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1,418
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240
$697K 0.02%
837
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241
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242
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243
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22,913
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245
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5,933
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246
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247
$644K 0.02%
1,782
-125
248
$621K 0.02%
4,727
249
$612K 0.02%
2,917
250
$608K 0.02%
+280,000
8 9
10
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