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
$2.95B
AUM Growth
+$166M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
380
New
Increased
Reduced
Closed

Top Buys

1
+$7.37M
2
+$1.4M
3
+$1.39M
4
XLU icon
Utilities Select Sector SPDR Fund
XLU
+$1.12M
5
TRV icon
Travelers Companies
TRV
+$847K

Top Sells

1
+$3.04M
2
+$2.28M
3
+$1.88M
4
JNJ icon
Johnson & Johnson
JNJ
+$1.59M
5
USB icon
US Bancorp
USB
+$1.17M

Sector Composition

1 Technology 18.9%
2 Consumer Staples 8.27%
3 Healthcare 7.57%
4 Consumer Discretionary 7.17%
5 Industrials 6.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$7.37M 0.25%
+32,995
77
$7.33M 0.25%
43,105
+1,525
78
$7.13M 0.24%
34,632
+168
79
$7.12M 0.24%
14,930
+926
80
$7.02M 0.24%
51,999
+2
81
$6.89M 0.23%
13,244
-27
82
$6.88M 0.23%
42,226
-44
83
$6.8M 0.23%
104,983
+7,367
84
$6.8M 0.23%
11,793
-35
85
$6.76M 0.23%
13,091
+184
86
$6.73M 0.23%
64,835
-1,936
87
$6.57M 0.22%
14,601
+12
88
$6.45M 0.22%
58,144
+1,309
89
$6.22M 0.21%
35,736
+1,999
90
$6.1M 0.21%
9,857
+65
91
$6.02M 0.2%
19,910
-94
92
$5.98M 0.2%
18,032
+143
93
$5.85M 0.2%
207,630
+1,347
94
$5.82M 0.2%
65,237
-2,090
95
$5.27M 0.18%
34,998
+1,720
96
$5.16M 0.17%
232,863
+81
97
$4.98M 0.17%
19,037
-461
98
$4.97M 0.17%
93,438
-2,622
99
$4.79M 0.16%
198,854
-183
100
$4.71M 0.16%
16,328
+2,532
2 3
4
5 6