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
$1.84B
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
344
New
Increased
Reduced
Closed

Top Buys

1
+$2.23M
2
+$1.63M
3
+$1.62M
4
AMGN icon
Amgen
AMGN
+$1.42M
5
SBUX icon
Starbucks
SBUX
+$1.19M

Top Sells

1
+$3.53M
2
+$2.59M
3
+$2.3M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$1.94M
5
WBA
Walgreens Boots Alliance
WBA
+$1.65M

Sector Composition

1 Technology 12.79%
2 Healthcare 7.88%
3 Consumer Staples 7.54%
4 Consumer Discretionary 7.18%
5 Industrials 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$10.7M 0.58%
553,947
+2,751
52
$9.83M 0.53%
84,007
+2,703
53
$9.79M 0.53%
129,769
+888
54
$9.69M 0.53%
275,140
-6,064
55
$9.51M 0.52%
147,134
+8,246
56
$9.18M 0.5%
137,320
+1,220
57
$9.11M 0.49%
66,928
+919
58
$8.92M 0.48%
6,154
+74
59
$8.8M 0.48%
183,505
-9,871
60
$8.6M 0.47%
22,083
+530
61
$8.32M 0.45%
78,783
-4,135
62
$8.31M 0.45%
281,555
+5,404
63
$8.17M 0.44%
25,269
-3,426
64
$8.01M 0.44%
124,805
-9,176
65
$7.92M 0.43%
129,033
+2,626
66
$7.66M 0.42%
72,137
-947
67
$7.57M 0.41%
49,161
+2,248
68
$7.44M 0.4%
125,540
-1,097
69
$7.18M 0.39%
33,793
-510
70
$7.12M 0.39%
103,464
-2,089
71
$7.04M 0.38%
92,287
+437
72
$7.03M 0.38%
527,441
+16,361
73
$6.66M 0.36%
48,710
+622
74
$6.42M 0.35%
78,773
-43,275
75
$6.34M 0.34%
35,801
-479
1 2
3
4 5