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
426
$224K 0.01%
9,045
-200
427
$223K 0.01%
1,400
428
$220K 0.01%
3,500
429
$219K 0.01%
+9,124
430
$217K 0.01%
8,931
-676
431
$214K 0.01%
13,932
+2,162
432
$213K 0.01%
1,855
433
$211K 0.01%
13,129
+700
434
$209K 0.01%
+10,149
435
$209K 0.01%
8,450
436
$207K 0.01%
4,405
-314
437
$205K 0.01%
+8,708
438
$205K 0.01%
1,360
-1,023
439
$204K 0.01%
8,257
-1,039
440
$204K 0.01%
4,664
-260
441
$203K 0.01%
14,940
-9,900
442
$202K 0.01%
2,000
443
$201K 0.01%
10,000
444
$201K 0.01%
3,129
-170
445
$200K 0.01%
1,276
446
$198K 0.01%
+10,064
447
$195K 0.01%
15,384
-6,532
448
$95K 0.01%
12,405
+1,500
449
$60K ﹤0.01%
+53,000
450
$50K ﹤0.01%
10,759
-3,534
16 17
18
19 20