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
351
$254K 0.01%
3,223
-200
352
$253K 0.01%
7,181
353
$247K 0.01%
8,031
-356
354
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355
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-144
356
$242K 0.01%
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+57
357
$242K 0.01%
531
-182
358
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1,409
359
$240K 0.01%
6,590
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360
$240K 0.01%
13,559
-153,207
361
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16,372
-2,415
362
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317
363
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2,135
364
$226K 0.01%
1,240
-1,203
365
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+3,532
366
$222K 0.01%
+3,896
367
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+1,378
368
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888
369
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+3,005
370
$212K 0.01%
2,820
371
$210K 0.01%
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372
$209K 0.01%
3,708
-1,935
373
$208K 0.01%
+9,712
374
$207K 0.01%
+1,638
375
$166K 0.01%
17,270
13 14
15
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