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
101
$4.58M 0.16%
19,273
+5,868
102
$4.5M 0.15%
46,829
-3,352
103
$4.48M 0.15%
50,677
104
$4.44M 0.15%
10,632
-411
105
$4.43M 0.15%
359,081
-11,502
106
$4.4M 0.15%
8,507
-254
107
$4.37M 0.15%
97,797
+8,315
108
$4.28M 0.14%
18,272
+3,620
109
$4.25M 0.14%
11,082
+226
110
$4.23M 0.14%
39,157
+279
111
$3.88M 0.13%
33,109
+173
112
$3.86M 0.13%
6,751
-101
113
$3.8M 0.13%
13,866
-155
114
$3.79M 0.13%
19,138
-392
115
$3.77M 0.13%
1,198
-12
116
$3.71M 0.13%
81,234
-25,693
117
$3.68M 0.12%
24,507
-391
118
$3.66M 0.12%
50,998
-525
119
$3.6M 0.12%
13,652
120
$3.6M 0.12%
124,227
-11,876
121
$3.53M 0.12%
20,705
+833
122
$3.5M 0.12%
16,938
+29
123
$3.29M 0.11%
24,052
-587
124
$3.28M 0.11%
15,918
+821
125
$3.22M 0.11%
11,878
+108
3 4
5
6 7