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
$1.84B
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
344
New
Increased
Reduced
Closed

Top Buys

1
+$2.23M
2
+$1.63M
3
+$1.62M
4
AMGN icon
Amgen
AMGN
+$1.42M
5
SBUX icon
Starbucks
SBUX
+$1.19M

Top Sells

1
+$3.53M
2
+$2.59M
3
+$2.3M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$1.94M
5
WBA
Walgreens Boots Alliance
WBA
+$1.65M

Sector Composition

1 Technology 12.79%
2 Healthcare 7.88%
3 Consumer Staples 7.54%
4 Consumer Discretionary 7.18%
5 Industrials 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$20.8M 1.13%
255,120
+3,713
27
$20.6M 1.12%
344,899
-8,343
28
$20.6M 1.12%
106,695
+1,333
29
$19.9M 1.08%
134,650
-7,479
30
$19.1M 1.04%
188,648
+859
31
$19M 1.03%
13,091
-22
32
$17.9M 0.97%
90,620
+3,279
33
$16.9M 0.92%
70,280
+5,899
34
$16.9M 0.92%
252,440
+560
35
$16.9M 0.92%
110,092
+2,595
36
$16.8M 0.91%
235,884
+13,500
37
$16.8M 0.91%
193,700
-155
38
$16.5M 0.9%
120,311
+6,127
39
$15.1M 0.82%
46,314
-2,679
40
$14.8M 0.8%
60,305
-4,493
41
$14.7M 0.8%
167,348
+13,502
42
$14.5M 0.79%
153,932
-14,576
43
$13.4M 0.73%
124,492
+308
44
$12.7M 0.69%
319,626
+13,041
45
$12.5M 0.68%
53,036
+257
46
$12.1M 0.66%
804,586
+44,929
47
$12M 0.65%
102,439
+200
48
$11.8M 0.64%
141,225
+19,250
49
$11.5M 0.63%
30,736
-720
50
$10.8M 0.59%
95,303
-1,014
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