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
$2.47B
AUM Growth
+$145M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
418
New
Increased
Reduced
Closed

Top Buys

1
+$5.53M
2
+$5.36M
3
+$4.08M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$4.01M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$3.54M

Top Sells

1
+$6.12M
2
+$4.1M
3
+$3.5M
4
JNJ icon
Johnson & Johnson
JNJ
+$3.38M
5
DEO icon
Diageo
DEO
+$3.2M

Sector Composition

1 Technology 17.16%
2 Healthcare 8.66%
3 Consumer Staples 8.34%
4 Consumer Discretionary 7.42%
5 Industrials 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$389K 0.02%
4,975
-353
302
$385K 0.02%
2,062
+392
303
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2,654
-26
304
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305
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306
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307
$372K 0.02%
4,496
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308
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309
$364K 0.01%
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310
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311
$361K 0.01%
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312
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313
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6,128
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314
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315
$354K 0.01%
2,561
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316
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321
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322
$337K 0.01%
2,653
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323
$333K 0.01%
26,466
-129
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$333K 0.01%
2,651
-257
325
$331K 0.01%
10,975
-1,192
11 12
13
14 15