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
76
$6.14M 0.36%
36,280
-1,003
77
$5.99M 0.35%
38,284
+2,420
78
$5.94M 0.35%
84,186
-15,164
79
$5.84M 0.34%
34,823
+3,105
80
$5.6M 0.33%
164,238
-5,267
81
$5.58M 0.32%
28,994
+80
82
$5.53M 0.32%
37,225
-566
83
$5.5M 0.32%
38,061
-2,343
84
$5.45M 0.32%
67,901
+5,616
85
$5.14M 0.3%
24,722
-6,855
86
$5.11M 0.3%
28,346
-3,729
87
$4.87M 0.28%
36,521
-216
88
$4.84M 0.28%
24,693
-452
89
$4.8M 0.28%
61,378
+154
90
$4.79M 0.28%
48,126
-4,555
91
$4.3M 0.25%
34,026
-1,753
92
$4.05M 0.24%
65,209
+812
93
$3.91M 0.23%
104,147
-1,524
94
$3.89M 0.23%
52,670
-6,196
95
$3.84M 0.22%
40,376
-333
96
$3.76M 0.22%
13,792
-19
97
$3.51M 0.2%
39,608
+1,583
98
$3.34M 0.19%
84,949
+59,081
99
$3.27M 0.19%
22,006
-110
100
$3.24M 0.19%
29,471
-572
2 3
4
5 6