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
$1.72B
AUM Growth
+$52.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
337
New
Increased
Reduced
Closed

Top Buys

1
+$3.22M
2
+$2.32M
3
+$2.01M
4
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$1.72M
5
PAG icon
Penske Automotive Group
PAG
+$1.7M

Top Sells

1
+$2.58M
2
+$2.34M
3
+$2.19M
4
ABBV icon
AbbVie
ABBV
+$1.97M
5
BABA icon
Alibaba
BABA
+$1.53M

Sector Composition

1 Technology 11.66%
2 Consumer Staples 8.02%
3 Healthcare 7.54%
4 Industrials 7.39%
5 Consumer Discretionary 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$20M 1.16%
13,113
+67
27
$19.5M 1.13%
142,129
-2,220
28
$19.5M 1.13%
251,407
+8,990
29
$18.8M 1.09%
160,104
+1,432
30
$18.8M 1.09%
87,341
-2,008
31
$18.6M 1.08%
48,993
+722
32
$18.2M 1.06%
353,242
-1,535
33
$17.6M 1.02%
187,789
-205
34
$16.5M 0.96%
222,384
+5,873
35
$16.3M 0.95%
107,497
-99
36
$16.2M 0.94%
193,855
-882
37
$16.2M 0.94%
114,184
+2,377
38
$15.4M 0.89%
251,880
+4,820
39
$14.6M 0.85%
168,508
-3,344
40
$14M 0.81%
64,798
+4,727
41
$13.6M 0.79%
153,846
+5,929
42
$12.7M 0.74%
124,184
+1,221
43
$12.5M 0.72%
64,381
+6,783
44
$12.1M 0.7%
306,585
+13,005
45
$11.7M 0.68%
52,779
-413
46
$11.4M 0.66%
759,657
-2,342
47
$11.1M 0.64%
31,456
-481
48
$10.5M 0.61%
96,317
-272
49
$10.1M 0.58%
551,196
+2,475
50
$9.89M 0.57%
102,239
-550
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