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
$1.65B
AUM Growth
-$64.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
552
New
Increased
Reduced
Closed

Top Buys

1
+$7.79M
2
+$6.24M
3
+$4.13M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$2.85M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$2.01M

Top Sells

1
+$5.36M
2
+$4.18M
3
+$4.04M
4
ABB
ABB Ltd
ABB
+$2.51M
5
EIX icon
Edison International
EIX
+$1.96M

Sector Composition

1 Technology 9.23%
2 Healthcare 9.21%
3 Consumer Staples 7.45%
4 Communication Services 7.23%
5 Industrials 6.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$15.5M 0.94%
154,195
-665
27
$14.9M 0.91%
95,595
-1,162
28
$14.6M 0.89%
109,618
-1,673
29
$14.6M 0.88%
132,341
+636
30
$14.1M 0.86%
103,079
-1,114
31
$14.1M 0.86%
148,775
-3,657
32
$13.8M 0.84%
190,460
+8,940
33
$13.3M 0.81%
913,642
+6,095
34
$12.3M 0.75%
135,206
-6,032
35
$12.2M 0.74%
203,780
-3,871
36
$11.8M 0.71%
106,860
-48,648
37
$11.8M 0.71%
177,108
-1,167
38
$11.5M 0.7%
33,623
-736
39
$10.7M 0.65%
163,674
+1,461
40
$10.7M 0.65%
205,460
+3,940
41
$10.5M 0.64%
210,099
-3,166
42
$10.3M 0.62%
79,906
-2,472
43
$9.73M 0.59%
92,987
-45
44
$9.16M 0.56%
146,983
-4,513
45
$9.14M 0.56%
304,631
-7,082
46
$9.01M 0.55%
125,702
-3,646
47
$8.99M 0.55%
97,027
+8,925
48
$8.77M 0.53%
33,335
-225
49
$8.52M 0.52%
53,554
+1,183
50
$8.46M 0.51%
251,276
-25,225
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