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
$2.47B
AUM Growth
+$145M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
418
New
Increased
Reduced
Closed

Top Buys

1
+$5.53M
2
+$5.36M
3
+$4.08M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$4.01M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$3.54M

Top Sells

1
+$6.12M
2
+$4.1M
3
+$3.5M
4
JNJ icon
Johnson & Johnson
JNJ
+$3.38M
5
DEO icon
Diageo
DEO
+$3.2M

Sector Composition

1 Technology 17.16%
2 Healthcare 8.66%
3 Consumer Staples 8.34%
4 Consumer Discretionary 7.42%
5 Industrials 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$24.8M 1%
110,961
-1,469
27
$24.6M 1%
103,170
+7,782
28
$24.1M 0.98%
86,123
-119
29
$23.9M 0.97%
194,771
-2,425
30
$23.8M 0.96%
305,376
-14,383
31
$23.4M 0.95%
727,093
+72,412
32
$22.8M 0.92%
175,148
+320
33
$22.4M 0.91%
232,232
+8,479
34
$22.2M 0.9%
798,320
+192,950
35
$22.1M 0.9%
91,545
-193
36
$21.8M 0.88%
86,347
+5,532
37
$21.2M 0.86%
18,047
+683
38
$19.9M 0.81%
108,069
-1,289
39
$17.7M 0.72%
170,338
+283
40
$17.4M 0.7%
166,668
-3,302
41
$16.9M 0.68%
125,646
-6,014
42
$16.8M 0.68%
40,928
-1,265
43
$16.6M 0.67%
579,790
+26,025
44
$16.4M 0.67%
162,450
-6,922
45
$16.1M 0.65%
84,759
+779
46
$16M 0.65%
411,696
-49,462
47
$15.5M 0.63%
48,287
+5,184
48
$15M 0.61%
236,760
-3,554
49
$14.9M 0.6%
51,769
-1,947
50
$14.7M 0.59%
88,582
-3,955
1
2
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