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
276
$348K 0.02%
2,514
-759
277
$345K 0.02%
4,431
-366
278
$343K 0.02%
2,888
+968
279
$340K 0.02%
3,185
280
$338K 0.02%
8,410
-2,195
281
$336K 0.02%
6,788
282
$334K 0.02%
1,245
283
$327K 0.02%
13,560
-1,251
284
$327K 0.02%
2,683
+5
285
$324K 0.02%
1,576
+18
286
$321K 0.02%
2,881
287
$318K 0.02%
4,958
288
$311K 0.02%
2,114
-188
289
$311K 0.02%
+26,744
290
$307K 0.02%
3,500
-270
291
$306K 0.02%
4,322
292
$305K 0.02%
6,927
-2,210
293
$291K 0.02%
4,981
-852
294
$291K 0.02%
1,965
-200
295
$287K 0.02%
1,125
296
$283K 0.02%
3,583
297
$281K 0.02%
3,356
-1,785
298
$280K 0.02%
2,566
-202
299
$277K 0.02%
1,300
-64
300
$277K 0.02%
2,377
10 11
12
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