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
$2.47B
AUM Growth
+$145M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
418
New
Increased
Reduced
Closed

Top Buys

1
+$5.53M
2
+$5.36M
3
+$4.08M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$4.01M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$3.54M

Top Sells

1
+$6.12M
2
+$4.1M
3
+$3.5M
4
JNJ icon
Johnson & Johnson
JNJ
+$3.38M
5
DEO icon
Diageo
DEO
+$3.2M

Sector Composition

1 Technology 17.16%
2 Healthcare 8.66%
3 Consumer Staples 8.34%
4 Consumer Discretionary 7.42%
5 Industrials 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$14.3M 0.58%
90,484
-4,506
52
$14.1M 0.57%
88,274
+1,231
53
$13.7M 0.55%
59,874
-217
54
$12.5M 0.51%
101,171
+2,321
55
$11.6M 0.47%
69,044
-2,061
56
$10.7M 0.43%
150,930
-7,145
57
$9.95M 0.4%
54,558
+3,697
58
$9.69M 0.39%
31,387
+4,615
59
$9.37M 0.38%
106,596
-69,618
60
$9.15M 0.37%
91,419
-2,757
61
$9.14M 0.37%
45,724
+420
62
$8.95M 0.36%
46,232
+1,386
63
$8.94M 0.36%
110,825
-410
64
$8.83M 0.36%
18,675
-1,697
65
$8.79M 0.36%
53,083
-2,073
66
$8.75M 0.35%
25,474
+2,573
67
$8.4M 0.34%
731,577
-139,423
68
$8.26M 0.33%
102,485
-2,141
69
$8.18M 0.33%
17,853
+1,172
70
$8.13M 0.33%
410,954
+5,572
71
$8.03M 0.33%
39,914
-1,330
72
$7.93M 0.32%
74,537
+6,152
73
$7.79M 0.32%
39,514
-2,133
74
$7.7M 0.31%
78,516
+619
75
$7.67M 0.31%
16,684
-670
1 2
3
4 5