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
301
$270K 0.01%
2,074
302
$269K 0.01%
5,725
303
$268K 0.01%
+6,142
304
$268K 0.01%
1,276
-95
305
$265K 0.01%
2,465
306
$265K 0.01%
3,360
307
$262K 0.01%
+7,590
308
$256K 0.01%
+215
309
$256K 0.01%
745
-30
310
$252K 0.01%
+12,570
311
$243K 0.01%
3,211
312
$239K 0.01%
6,281
+6
313
$234K 0.01%
4,165
314
$234K 0.01%
+6,059
315
$233K 0.01%
6,939
316
$230K 0.01%
610
317
$226K 0.01%
2,380
318
$226K 0.01%
+13,434
319
$224K 0.01%
22,382
-800
320
$224K 0.01%
3,835
321
$223K 0.01%
855
-50
322
$221K 0.01%
2,813
323
$220K 0.01%
+4,710
324
$220K 0.01%
2,880
325
$219K 0.01%
+4,554
10 11 12
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