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
$1.71B
AUM Growth
+$74.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
561
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$3.68M
3
+$3.35M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$3.31M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$1.91M

Top Sells

1
+$5.71M
2
+$3.23M
3
+$2.83M
4
DFS.PRB.CL
Discover Financial Services
DFS.PRB.CL
+$1.88M
5
PG icon
Procter & Gamble
PG
+$1.72M

Sector Composition

1 Healthcare 9.51%
2 Technology 8.74%
3 Consumer Staples 8.38%
4 Communication Services 7.66%
5 Industrials 6.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$16.6M 0.97%
154,860
+2,007
27
$16.6M 0.97%
111,291
+1,076
28
$15.7M 0.92%
190,341
+23,060
29
$14.8M 0.87%
195,565
+43,799
30
$14.7M 0.86%
152,432
-2,331
31
$14.1M 0.82%
131,705
+1,193
32
$14M 0.82%
104,193
+137
33
$13.5M 0.79%
907,547
+16,763
34
$13.3M 0.78%
141,238
-604
35
$11.9M 0.69%
34,359
-854
36
$11.9M 0.69%
207,651
-2,880
37
$11.8M 0.69%
82,378
+3,913
38
$11.8M 0.69%
213,265
-87
39
$11.8M 0.69%
162,213
-7,313
40
$11.2M 0.65%
178,275
+1,506
41
$11.1M 0.65%
93,032
+5,710
42
$10.8M 0.63%
151,496
-142
43
$10.6M 0.62%
181,520
+6,240
44
$10.6M 0.62%
201,520
+1,640
45
$9.99M 0.58%
157,950
+3,261
46
$9.76M 0.57%
129,348
-3,467
47
$9.5M 0.56%
276,501
-3,830
48
$9.5M 0.56%
79,194
-3,203
49
$9.32M 0.54%
111,422
-7,990
50
$9.2M 0.54%
311,713
-8,900
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