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
326
$329K 0.01%
4,318
-1,327
327
$329K 0.01%
713
+6
328
$327K 0.01%
10,924
-1,028
329
$323K 0.01%
5,296
+31
330
$321K 0.01%
+8,096
331
$320K 0.01%
11,365
+1,080
332
$319K 0.01%
4,444
333
$319K 0.01%
2,245
334
$318K 0.01%
714
+133
335
$316K 0.01%
4,153
336
$312K 0.01%
671
+9
337
$310K 0.01%
3,138
+7
338
$310K 0.01%
5,168
339
$306K 0.01%
+15,377
340
$306K 0.01%
1,815
341
$303K 0.01%
6,052
+1,542
342
$302K 0.01%
1,425
-1,114
343
$301K 0.01%
6,134
+168
344
$301K 0.01%
5,643
-100
345
$297K 0.01%
5,224
+4
346
$297K 0.01%
2,102
347
$293K 0.01%
6,939
348
$290K 0.01%
3,815
-1,685
349
$289K 0.01%
2,473
350
$287K 0.01%
+1,219
12 13
14
15 16