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
76
$7.25M 0.29%
394,058
-16,896
77
$7.12M 0.29%
39,133
+177
78
$7.02M 0.28%
22,738
-1,675
79
$6.95M 0.28%
287,079
-13,002
80
$6.88M 0.28%
79,320
+5,150
81
$6.68M 0.27%
79,822
-26,774
82
$6.39M 0.26%
76,432
-195
83
$6.3M 0.25%
171,848
-6,749
84
$6.3M 0.25%
14,185
-2,499
85
$6.23M 0.25%
23,811
-11,488
86
$6.15M 0.25%
54,273
+295
87
$6.03M 0.24%
116,481
+751
88
$5.97M 0.24%
13,401
-3,559
89
$5.96M 0.24%
40,958
-1,500
90
$5.82M 0.23%
11,152
-178
91
$5.8M 0.23%
48,695
+10
92
$5.76M 0.23%
61,959
-997
93
$5.74M 0.23%
74,563
-7,018
94
$5.73M 0.23%
15,042
-1,068
95
$5.6M 0.22%
13,812
-504
96
$5.46M 0.22%
144,799
+9,180
97
$5.37M 0.22%
13,388
-324
98
$5.34M 0.21%
85,304
-3,900
99
$5.18M 0.21%
24,539
-5,539
100
$4.86M 0.19%
39,072
+568
2 3
4
5 6