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
376
$242K 0.01%
+10,018
377
$241K 0.01%
1,259
+31
378
$237K 0.01%
1,172
379
$234K 0.01%
1,637
+31
380
$234K 0.01%
+1,187
381
$231K 0.01%
+9,494
382
$229K 0.01%
+641
383
$228K 0.01%
2,475
-21
384
$219K 0.01%
+2,000
385
$219K 0.01%
2,060
-30
386
$218K 0.01%
+11,885
387
$216K 0.01%
+317
388
$214K 0.01%
2,135
-35
389
$213K 0.01%
8,505
-100
390
$212K 0.01%
2,027
-338
391
$207K 0.01%
17,270
392
$207K 0.01%
4,321
-2,467
393
$205K 0.01%
3,334
-165
394
$202K 0.01%
+2,820
395
$201K 0.01%
1,409
-836
396
$200K 0.01%
888
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397
$191K 0.01%
+7,042
398
$189K 0.01%
11,000
399
$165K 0.01%
+10,165
400
$119K ﹤0.01%
+20,033
13 14 15
16
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