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
$1.51B
AUM Growth
-$235M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
534
New
Increased
Reduced
Closed

Top Buys

1
+$26.3M
2
+$5.71M
3
+$3.18M
4
LIN icon
Linde
LIN
+$2.39M
5
BC.PRA icon
Brunswick Corporation 6.500% Senior Notes due 2048
BC.PRA
+$1.87M

Top Sells

1
+$15.9M
2
+$8.58M
3
+$7.69M
4
XLE icon
Energy Select Sector SPDR Fund
XLE
+$6.95M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$6.92M

Sector Composition

1 Technology 10.09%
2 Healthcare 8.97%
3 Consumer Staples 6.71%
4 Industrials 6.63%
5 Consumer Discretionary 6.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$261K 0.02%
7,983
+2,057
402
$261K 0.02%
1,748
403
$261K 0.02%
10,260
-6,500
404
$259K 0.02%
2,415
405
$259K 0.02%
10,174
+1,554
406
$258K 0.02%
6,500
407
$256K 0.02%
+10,198
408
$255K 0.02%
8,188
-400
409
$255K 0.02%
11,506
-403
410
$254K 0.02%
2,761
-47
411
$253K 0.02%
10,088
+201
412
$247K 0.02%
10,044
+260
413
$247K 0.02%
9,727
-803
414
$246K 0.02%
10,911
-827
415
$240K 0.02%
3,043
-944
416
$240K 0.02%
9,163
+121
417
$240K 0.02%
+10,000
418
$233K 0.02%
10,019
-534
419
$231K 0.02%
2,497
-2,529
420
$229K 0.02%
2,745
421
$227K 0.02%
3,606
-109
422
$225K 0.01%
+2,512
423
$225K 0.01%
4,168
424
$225K 0.01%
9,000
425
$224K 0.01%
3,360
15 16
17
18 19