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
301
$371K 0.01%
2,332
302
$369K 0.01%
+11,441
303
$361K 0.01%
8,002
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304
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-28
305
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306
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703
307
$356K 0.01%
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308
$347K 0.01%
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309
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15,568
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310
$340K 0.01%
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311
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312
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3,965
313
$329K 0.01%
8,092
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314
$325K 0.01%
1,760
315
$322K 0.01%
2,415
316
$313K 0.01%
4,588
317
$312K 0.01%
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318
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319
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320
$305K 0.01%
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321
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+4,005
322
$300K 0.01%
2,891
-104
323
$300K 0.01%
3,260
+440
324
$298K 0.01%
2,860
-35
325
$294K 0.01%
639
11 12
13
14 15