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
$1.72B
AUM Growth
+$52.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
337
New
Increased
Reduced
Closed

Top Buys

1
+$3.22M
2
+$2.32M
3
+$2.01M
4
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$1.72M
5
PAG icon
Penske Automotive Group
PAG
+$1.7M

Top Sells

1
+$2.58M
2
+$2.34M
3
+$2.19M
4
ABBV icon
AbbVie
ABBV
+$1.97M
5
BABA icon
Alibaba
BABA
+$1.53M

Sector Composition

1 Technology 11.66%
2 Consumer Staples 8.02%
3 Healthcare 7.54%
4 Industrials 7.39%
5 Consumer Discretionary 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$9.74M 0.57%
81,304
-3,006
52
$9.72M 0.56%
128,881
+5,415
53
$9.55M 0.56%
193,376
+6,121
54
$9.52M 0.55%
122,048
-17,025
55
$9.5M 0.55%
121,975
+18,635
56
$9.12M 0.53%
6,080
+408
57
$8.99M 0.52%
138,888
+10,166
58
$8.57M 0.5%
28,695
-648
59
$8.45M 0.49%
82,918
-55
60
$8.45M 0.49%
66,009
-563
61
$8.41M 0.49%
21,553
-68
62
$8.29M 0.48%
136,100
+3,960
63
$8.2M 0.48%
281,204
-4,058
64
$8.02M 0.47%
135,478
+17,776
65
$7.89M 0.46%
276,151
+5,927
66
$7.76M 0.45%
105,553
-1,281
67
$7.38M 0.43%
511,080
+21,405
68
$7.36M 0.43%
126,407
+7,864
69
$7.28M 0.42%
73,084
-1,950
70
$7.01M 0.41%
126,637
-8,623
71
$6.85M 0.4%
46,913
+5,218
72
$6.79M 0.39%
133,981
-22,201
73
$6.59M 0.38%
48,088
-4,269
74
$6.48M 0.38%
34,303
+1,341
75
$6.43M 0.37%
91,850
+3,653
1 2
3
4 5