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
51
$9.12M 0.53%
534,819
+16,872
52
$8.96M 0.52%
33,560
+188
53
$8.59M 0.5%
52,371
+2,734
54
$8.42M 0.49%
49,596
-1,876
55
$8.26M 0.48%
83,786
+213
56
$8.12M 0.47%
142,708
+11,927
57
$8.01M 0.47%
139,432
+5,055
58
$7.63M 0.45%
88,102
+6,425
59
$7.61M 0.45%
263,890
-9,922
60
$7.58M 0.44%
79,811
+849
61
$7.4M 0.43%
263,017
+4,101
62
$7.34M 0.43%
249,925
-10,384
63
$7.25M 0.42%
190,360
-13,342
64
$7.12M 0.42%
248,333
-1,400
65
$7.04M 0.41%
265,196
+2,012
66
$7M 0.41%
86,727
+1,622
67
$6.83M 0.4%
127,296
-12,866
68
$6.43M 0.38%
23,908
+1,635
69
$6.43M 0.38%
317,420
+18,550
70
$6.4M 0.37%
43,565
-1,783
71
$6.31M 0.37%
59,098
-1,103
72
$6.27M 0.37%
38,335
+4,539
73
$6.2M 0.36%
118,540
-2,980
74
$6.07M 0.36%
18,912
+445
75
$6.07M 0.36%
158,500
+9,390
1 2
3
4 5