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
$1.62B
AUM Growth
-$21.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
556
New
Increased
Reduced
Closed

Top Buys

1
+$33.1M
2
+$12.1M
3
+$7.91M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$7.5M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$6.99M

Top Sells

1
+$55.3M
2
+$6.23M
3
+$5.97M
4
MO icon
Altria Group
MO
+$5.33M
5
CLNS.PRH
Colony NorthStar, Inc.
CLNS.PRH
+$4.93M

Sector Composition

1 Technology 10.19%
2 Healthcare 8.06%
3 Industrials 6.58%
4 Consumer Discretionary 6.55%
5 Financials 6.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.84M 0.48%
94,768
-9,022
52
$7.71M 0.47%
454,070
+50,950
53
$7.58M 0.47%
88,517
+382
54
$7.47M 0.46%
115,324
-10,378
55
$7.4M 0.46%
263,107
-2,894
56
$7.21M 0.44%
167,524
+10,286
57
$7.21M 0.44%
78,489
+405
58
$7.08M 0.44%
270,841
+3,420
59
$7.06M 0.43%
42,367
-2,416
60
$7.02M 0.43%
253,141
-5,938
61
$6.91M 0.43%
141,457
+194
62
$6.84M 0.42%
117,860
+43,793
63
$6.75M 0.42%
24,719
-3,287
64
$6.7M 0.41%
218,200
-1,610
65
$6.66M 0.41%
241,008
-4,425
66
$6.33M 0.39%
113,440
-1,720
67
$6.32M 0.39%
57,523
-645
68
$6.27M 0.39%
125,290
+5,519
69
$6.23M 0.38%
46,935
-2,587
70
$5.88M 0.36%
35,911
+635
71
$5.87M 0.36%
42,527
+499
72
$5.79M 0.36%
168,272
-83,004
73
$5.76M 0.35%
4,607
+104
74
$5.72M 0.35%
65,410
-281
75
$5.67M 0.35%
52,118
-24,312
1 2
3
4 5