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
$1.65B
AUM Growth
-$64.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
552
New
Increased
Reduced
Closed

Top Buys

1
+$7.79M
2
+$6.24M
3
+$4.13M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$2.85M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$2.01M

Top Sells

1
+$5.36M
2
+$4.18M
3
+$4.04M
4
ABB
ABB Ltd
ABB
+$2.51M
5
EIX icon
Edison International
EIX
+$1.96M

Sector Composition

1 Technology 9.23%
2 Healthcare 9.21%
3 Consumer Staples 7.45%
4 Communication Services 7.23%
5 Industrials 6.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$5.8M 0.35%
219,810
-1,850
77
$5.72M 0.35%
403,120
+85,700
78
$5.7M 0.35%
65,691
+437
79
$5.54M 0.34%
25,681
+219
80
$5.52M 0.34%
222,405
+3,829
81
$5.42M 0.33%
35,276
-2,119
82
$5.24M 0.32%
32,694
-524
83
$4.96M 0.3%
73,767
-1,349
84
$4.93M 0.3%
216,640
+14,383
85
$4.83M 0.29%
194,699
-19,458
86
$4.81M 0.29%
85,251
-2,690
87
$4.71M 0.29%
108,496
-6,606
88
$4.67M 0.28%
161,862
-2,620
89
$4.59M 0.28%
175,066
+296
90
$4.51M 0.27%
71,895
-11,938
91
$4.51M 0.27%
30,584
+106
92
$4.51M 0.27%
51,362
-36
93
$4.46M 0.27%
32,800
-2,098
94
$4.29M 0.26%
75,502
-8,709
95
$4.29M 0.26%
13,085
+1,479
96
$4.23M 0.26%
21,191
+969
97
$4.22M 0.26%
74,067
+2,252
98
$4.2M 0.25%
93,094
-811
99
$4.18M 0.25%
162,779
-43,902
100
$4.1M 0.25%
69,131
-7,062
2 3
4
5 6