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
251
$571K 0.02%
2,944
252
$569K 0.02%
2,283
253
$564K 0.02%
2,321
-40
254
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255
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256
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257
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258
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10,124
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259
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4,595
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260
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261
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2,019
262
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263
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264
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265
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268
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271
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4,876
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272
$465K 0.02%
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273
$455K 0.02%
2,396
274
$451K 0.02%
727
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275
$448K 0.02%
7,566
9 10
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