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
$1.84B
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
344
New
Increased
Reduced
Closed

Top Buys

1
+$2.23M
2
+$1.63M
3
+$1.62M
4
AMGN icon
Amgen
AMGN
+$1.42M
5
SBUX icon
Starbucks
SBUX
+$1.19M

Top Sells

1
+$3.53M
2
+$2.59M
3
+$2.3M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$1.94M
5
WBA
Walgreens Boots Alliance
WBA
+$1.65M

Sector Composition

1 Technology 12.79%
2 Healthcare 7.88%
3 Consumer Staples 7.54%
4 Consumer Discretionary 7.18%
5 Industrials 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$453K 0.02%
9,702
+430
252
$452K 0.02%
4,870
-530
253
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2,107
+100
254
$437K 0.02%
+12,447
255
$432K 0.02%
4,732
-2,240
256
$422K 0.02%
1,309
-128
257
$416K 0.02%
6,908
258
$416K 0.02%
5,090
259
$405K 0.02%
2,085
260
$395K 0.02%
3,921
-247
261
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8,934
262
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-266
263
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2,210
264
$382K 0.02%
4,616
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265
$382K 0.02%
2,415
266
$382K 0.02%
1,078
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267
$381K 0.02%
4,464
268
$380K 0.02%
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269
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+7,000
270
$376K 0.02%
5,915
-2,956
271
$361K 0.02%
13,224
272
$360K 0.02%
281
-18
273
$359K 0.02%
4,169
-65
274
$357K 0.02%
12,000
275
$353K 0.02%
3,907
9 10
11
12 13