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
326
$290K 0.01%
3,005
327
$285K 0.01%
2,135
328
$282K 0.01%
+2,862
329
$278K 0.01%
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330
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331
$276K 0.01%
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332
$268K 0.01%
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333
$267K 0.01%
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334
$267K 0.01%
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335
$262K 0.01%
3,708
336
$259K 0.01%
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337
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338
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7,383
339
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340
$248K 0.01%
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341
$246K 0.01%
6,466
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342
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343
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344
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345
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346
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347
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514
348
$240K 0.01%
1,940
-450
349
$239K 0.01%
+4,321
350
$238K 0.01%
6,636
12 13
14
15 16