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
$2.49B
AUM Growth
+$24.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
415
New
Increased
Reduced
Closed

Top Buys

1
+$3.37M
2
+$3.26M
3
+$2.29M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$1.82M
5
AMT icon
American Tower
AMT
+$1.77M

Top Sells

1
+$12.4M
2
+$11M
3
+$10.2M
4
MSFT icon
Microsoft
MSFT
+$7.04M
5
WFC icon
Wells Fargo
WFC
+$6.56M

Sector Composition

1 Technology 18.26%
2 Healthcare 8.35%
3 Consumer Staples 8.09%
4 Consumer Discretionary 7.71%
5 Industrials 6.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$14M 0.56%
375,312
-36,384
52
$13.6M 0.55%
85,617
-4,867
53
$13.5M 0.54%
225,508
-11,252
54
$12M 0.48%
97,983
-3,188
55
$11.5M 0.46%
85,569
-2,705
56
$11.3M 0.45%
66,669
-2,375
57
$10.3M 0.41%
45,503
-221
58
$10.3M 0.41%
147,837
-3,093
59
$9.29M 0.37%
19,320
+645
60
$9.14M 0.37%
46,991
+759
61
$9.06M 0.36%
26,561
-4,826
62
$8.95M 0.36%
107,994
-2,831
63
$8.83M 0.35%
47,657
-6,901
64
$8.82M 0.35%
77,447
-1,069
65
$8.78M 0.35%
99,639
-2,846
66
$8.75M 0.35%
18,037
-481
67
$8.33M 0.33%
72,204
-2,333
68
$8.07M 0.32%
123,331
+12,791
69
$7.97M 0.32%
38,954
-960
70
$7.96M 0.32%
16,615
-1,238
71
$7.92M 0.32%
38,199
-1,315
72
$7.63M 0.31%
67,608
+5,555
73
$7.45M 0.3%
83,447
-7,972
74
$7.45M 0.3%
655,166
-76,411
75
$7.42M 0.3%
51,368
-4,433
1 2
3
4 5