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
$1.84B
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
344
New
Increased
Reduced
Closed

Top Buys

1
+$2.23M
2
+$1.63M
3
+$1.62M
4
AMGN icon
Amgen
AMGN
+$1.42M
5
SBUX icon
Starbucks
SBUX
+$1.19M

Top Sells

1
+$3.53M
2
+$2.59M
3
+$2.3M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$1.94M
5
WBA
Walgreens Boots Alliance
WBA
+$1.65M

Sector Composition

1 Technology 12.79%
2 Healthcare 7.88%
3 Consumer Staples 7.54%
4 Consumer Discretionary 7.18%
5 Industrials 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.52M 0.19%
93,585
-10,562
102
$3.43M 0.19%
26,102
-1,364
103
$3.4M 0.18%
28,405
-1,066
104
$3.4M 0.18%
18,820
+939
105
$3.31M 0.18%
26,623
+643
106
$3.21M 0.17%
49,380
-1,906
107
$3.1M 0.17%
10,279
-88
108
$3.03M 0.16%
32,106
+27
109
$3M 0.16%
52,297
110
$3M 0.16%
16,987
+87
111
$2.96M 0.16%
16,589
+260
112
$2.92M 0.16%
14,759
-657
113
$2.86M 0.16%
20,877
-1,129
114
$2.83M 0.15%
31,978
-1,249
115
$2.79M 0.15%
10,219
+125
116
$2.67M 0.15%
208,278
+642
117
$2.64M 0.14%
18,175
-95
118
$2.59M 0.14%
18,210
-1,291
119
$2.57M 0.14%
30,091
+1,674
120
$2.56M 0.14%
53,367
-4,170
121
$2.49M 0.14%
48,643
-636
122
$2.48M 0.14%
44,898
+1,384
123
$2.46M 0.13%
42,273
+7,261
124
$2.45M 0.13%
46,171
-1,164
125
$2.43M 0.13%
18,281
+1,203
3 4
5
6 7