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
$2.49B
AUM Growth
+$24.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
415
New
Increased
Reduced
Closed

Top Buys

1
+$3.37M
2
+$3.26M
3
+$2.29M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$1.82M
5
AMT icon
American Tower
AMT
+$1.77M

Top Sells

1
+$12.4M
2
+$11M
3
+$10.2M
4
MSFT icon
Microsoft
MSFT
+$7.04M
5
WFC icon
Wells Fargo
WFC
+$6.56M

Sector Composition

1 Technology 18.26%
2 Healthcare 8.35%
3 Consumer Staples 8.09%
4 Consumer Discretionary 7.71%
5 Industrials 6.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$309K 0.01%
675
-39
327
$306K 0.01%
2,312
+67
328
$306K 0.01%
6,617
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330
$305K 0.01%
6,147
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$303K 0.01%
17,583
-9,411
332
$303K 0.01%
695
333
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334
$301K 0.01%
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335
$298K 0.01%
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336
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337
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4,153
338
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17,269
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339
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340
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5,582
341
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344
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1,759
345
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346
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347
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3,839
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348
$268K 0.01%
2,212
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349
$261K 0.01%
4,555
350
$256K 0.01%
2,390
12 13
14
15 16