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
276
$418K 0.02%
2,062
277
$414K 0.02%
2,515
-18,000
278
$413K 0.02%
3,825
279
$410K 0.02%
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-145
280
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10,886
-6,640
281
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4,751
+222
282
$400K 0.02%
288
283
$398K 0.02%
3,282
284
$393K 0.02%
8,306
-921
285
$389K 0.02%
8,459
-223
286
$388K 0.02%
5,056
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287
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8,951
288
$380K 0.02%
6,301
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289
$378K 0.02%
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290
$377K 0.02%
671
291
$374K 0.02%
3,342
292
$373K 0.01%
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293
$372K 0.01%
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294
$372K 0.01%
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295
$371K 0.01%
11,086
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296
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2,212
297
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3,842
-105
298
$366K 0.01%
4,044
-763
299
$361K 0.01%
2,238
300
$361K 0.01%
8,456
-3,150
10 11
12
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