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
326
$219K 0.01%
2,571
327
$218K 0.01%
3,656
328
$218K 0.01%
+5,068
329
$212K 0.01%
+4,000
330
$208K 0.01%
+613
331
$208K 0.01%
+3,189
332
$208K 0.01%
975
-253
333
$207K 0.01%
5,078
-291
334
$206K 0.01%
+1,079
335
$203K 0.01%
+775
336
$200K 0.01%
+13,000
337
$191K 0.01%
20,505
-500
338
$153K 0.01%
5,277
-1,034
339
$150K 0.01%
13,450
340
$87K ﹤0.01%
53,000
341
– –
-5,055
342
– –
-10,000
343
– –
-15,088
344
– –
-2,612
10 11 12 13
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