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
76
$7.64M 0.31%
204,313
+147,988
77
$7.48M 0.3%
110,540
+5,403
78
$7.39M 0.3%
18,518
+202
79
$7.32M 0.3%
35,299
+8,914
80
$7.32M 0.3%
300,081
+10,737
81
$7.29M 0.3%
178,597
-7,441
82
$7.09M 0.29%
62,053
+2,357
83
$6.98M 0.28%
24,413
+82
84
$6.97M 0.28%
16,960
+3,195
85
$6.93M 0.28%
38,956
+2,795
86
$6.85M 0.28%
55,801
-3,095
87
$6.53M 0.26%
11,330
-30
88
$6.36M 0.26%
76,627
+3,524
89
$6.33M 0.26%
53,978
-1,848
90
$6.21M 0.25%
48,685
+1,776
91
$6.18M 0.25%
89,174
+8,421
92
$6.13M 0.25%
81,581
-3,889
93
$6.05M 0.25%
115,730
-15,702
94
$6.01M 0.24%
30,078
-3,304
95
$5.91M 0.24%
14,316
+577
96
$5.73M 0.23%
16,110
-197
97
$5.57M 0.23%
89,204
-1,700
98
$5.53M 0.22%
62,956
+3,679
99
$5.49M 0.22%
42,458
-1,066
100
$5.17M 0.21%
143,492
+7,837
2 3
4
5 6