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
$1.71B
AUM Growth
+$74.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
561
New
Increased
Reduced
Closed

Top Buys

1
+$10.2M
2
+$3.68M
3
+$3.35M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$3.31M
5
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$1.91M

Top Sells

1
+$5.71M
2
+$3.23M
3
+$2.83M
4
DFS.PRB.CL
Discover Financial Services
DFS.PRB.CL
+$1.88M
5
PG icon
Procter & Gamble
PG
+$1.72M

Sector Composition

1 Healthcare 9.51%
2 Technology 8.74%
3 Consumer Staples 8.38%
4 Communication Services 7.66%
5 Industrials 6.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$3.16M 0.18%
20,434
+4
127
$3.05M 0.18%
19,747
+262
128
$3M 0.18%
39,946
-1,515
129
$2.94M 0.17%
114,500
+2,628
130
$2.9M 0.17%
123,245
-1,005
131
$2.81M 0.16%
16,137
+176
132
$2.78M 0.16%
102,300
-3,830
133
$2.75M 0.16%
104,803
-1,823
134
$2.71M 0.16%
107,956
+1,122
135
$2.71M 0.16%
18,516
-1,232
136
$2.65M 0.16%
102,550
+1,400
137
$2.6M 0.15%
109,507
-1,687
138
$2.57M 0.15%
23,094
-150
139
$2.57M 0.15%
102,272
-2,035
140
$2.55M 0.15%
96,820
+14,197
141
$2.49M 0.15%
42,248
+613
142
$2.45M 0.14%
33,743
-2,804
143
$2.43M 0.14%
62,091
-500
144
$2.39M 0.14%
16,197
-59
145
$2.38M 0.14%
88,804
-2,906
146
$2.35M 0.14%
46,018
-1,240
147
$2.34M 0.14%
17,088
-58
148
$2.33M 0.14%
87,881
-2,900
149
$2.32M 0.14%
29,817
-3,324
150
$2.21M 0.13%
20,958
-2,541
4 5
6
7 8