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
276
$442K 0.02%
5,672
-171
277
$442K 0.02%
13,971
+4,849
278
$439K 0.01%
2,287
279
$428K 0.01%
1,000
280
$422K 0.01%
457
281
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5,901
282
$416K 0.01%
1,639
283
$416K 0.01%
7,544
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284
$409K 0.01%
6,012
+89
285
$409K 0.01%
2,074
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286
$401K 0.01%
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287
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1,912
288
$396K 0.01%
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289
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2,930
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290
$393K 0.01%
6,883
-557
291
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1,409
292
$389K 0.01%
2,473
293
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294
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6,062
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295
$381K 0.01%
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296
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1,280
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297
$378K 0.01%
20,939
298
$377K 0.01%
6,899
-89
299
$373K 0.01%
+2,180
300
$371K 0.01%
6,217
10 11
12
13 14