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
101
$5.17M 0.21%
47,107
+104
102
$5.07M 0.21%
135,619
+67,261
103
$4.99M 0.2%
222,267
-5,661
104
$4.77M 0.19%
108,811
+92,929
105
$4.76M 0.19%
74,170
+3,540
106
$4.73M 0.19%
13,712
-191
107
$4.64M 0.19%
20,347
-42
108
$4.49M 0.18%
137,550
-60,464
109
$4.45M 0.18%
38,504
-396
110
$4.38M 0.18%
29,689
+358
111
$4.35M 0.18%
25,381
+519
112
$4.35M 0.18%
70,102
+13,649
113
$3.98M 0.16%
122,846
-16,698
114
$3.93M 0.16%
20,582
-473
115
$3.84M 0.16%
33,738
-139
116
$3.84M 0.16%
73,222
+33,518
117
$3.79M 0.15%
20,515
+18,000
118
$3.78M 0.15%
236,946
-17,118
119
$3.72M 0.15%
24,086
+282
120
$3.69M 0.15%
9,587
-445
121
$3.65M 0.15%
166,766
+146,426
122
$3.65M 0.15%
29,235
+1,741
123
$3.63M 0.15%
80,955
+1,329
124
$3.43M 0.14%
13,478
-252
125
$3.29M 0.13%
50,310
+239
3 4
5
6 7