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
State Street Industrial Select Sector SPDR ETF
XLI
+$2.85M
5
XLF icon
State Street Financial Select Sector SPDR ETF
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
51
$8.34M 0.51%
76,430
-2,764
52
$8.25M 0.5%
504,543
-30,276
53
$8.18M 0.5%
141,263
+1,831
54
$8.1M 0.49%
127,218
-30,732
55
$7.95M 0.48%
83,575
-211
56
$7.75M 0.47%
147,340
+4,632
57
$7.74M 0.47%
103,790
-7,632
58
$7.59M 0.46%
49,522
-74
59
$7.54M 0.46%
44,783
+6,448
60
$7.43M 0.45%
28,006
+4,098
61
$7.4M 0.45%
259,079
-4,811
62
$7.4M 0.45%
266,001
+2,984
63
$7.07M 0.43%
88,135
+1,408
64
$7.01M 0.43%
78,084
-1,727
65
$7.01M 0.43%
267,421
+2,225
66
$6.82M 0.41%
245,433
-2,900
67
$6.74M 0.41%
157,238
-1,262
68
$6.53M 0.4%
173,735
-16,625
69
$6.33M 0.38%
18,722
-190
70
$6.21M 0.38%
58,168
-930
71
$6.05M 0.37%
119,771
+9,960
72
$6M 0.36%
222,886
-27,039
73
$5.94M 0.36%
115,160
-3,380
74
$5.82M 0.35%
42,028
-1,537
75
$5.81M 0.35%
4,503
+308
1 2
3
4 5