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
101
$3.22M 0.19%
+15,416
102
$3.2M 0.19%
12,962
-792
103
$3.16M 0.18%
57,063
-19,635
104
$3.14M 0.18%
52,297
105
$3.1M 0.18%
6,962
-1,213
106
$3.09M 0.18%
16,900
-288
107
$3.07M 0.18%
25,980
+6,014
108
$3.07M 0.18%
27,466
-265
109
$2.92M 0.17%
51,286
-4,033
110
$2.9M 0.17%
17,881
+783
111
$2.76M 0.16%
32,079
-82
112
$2.74M 0.16%
16,329
+79
113
$2.64M 0.15%
18,270
+676
114
$2.6M 0.15%
47,335
-1,534
115
$2.6M 0.15%
11,980
+900
116
$2.58M 0.15%
57,537
-1,900
117
$2.52M 0.15%
33,227
-26,081
118
$2.49M 0.14%
10,367
-72
119
$2.47M 0.14%
10,094
+20
120
$2.46M 0.14%
207,636
-5,112
121
$2.37M 0.14%
43,514
-1,461
122
$2.32M 0.13%
19,501
-925
123
$2.27M 0.13%
14,776
+1,138
124
$2.26M 0.13%
28,417
+3,002
125
$2.22M 0.13%
38,128
-3,579
3 4
5
6 7