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
$1.65B
AUM Growth
-$64.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
552
New
Increased
Reduced
Closed

Top Buys

1
+$7.79M
2
+$6.24M
3
+$4.13M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$2.85M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$2.01M

Top Sells

1
+$5.36M
2
+$4.18M
3
+$4.04M
4
ABB
ABB Ltd
ABB
+$2.51M
5
EIX icon
Edison International
EIX
+$1.96M

Sector Composition

1 Technology 9.23%
2 Healthcare 9.21%
3 Consumer Staples 7.45%
4 Communication Services 7.23%
5 Industrials 6.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.76M 0.17%
22,494
-600
127
$2.75M 0.17%
258,720
+65,556
128
$2.74M 0.17%
16,036
+4,540
129
$2.7M 0.16%
44,721
+2,473
130
$2.67M 0.16%
107,714
-22,625
131
$2.67M 0.16%
101,693
-607
132
$2.66M 0.16%
104,975
+2,425
133
$2.65M 0.16%
103,034
-1,769
134
$2.63M 0.16%
64,681
+2,590
135
$2.58M 0.16%
49,621
-77,675
136
$2.57M 0.16%
39,786
-25,581
137
$2.55M 0.16%
114,195
-9,050
138
$2.45M 0.15%
104,007
-5,500
139
$2.45M 0.15%
46,028
+10
140
$2.43M 0.15%
17,740
-776
141
$2.42M 0.15%
104,204
-3,752
142
$2.37M 0.14%
13,922
-2,215
143
$2.32M 0.14%
32,031
-7,915
144
$2.32M 0.14%
73,604
-8,430
145
$2.31M 0.14%
90,031
+6,550
146
$2.31M 0.14%
92,147
-10,125
147
$2.29M 0.14%
15,609
-588
148
$2.28M 0.14%
16,418
-670
149
$2.22M 0.13%
84,824
-3,980
150
$2.13M 0.13%
22,498
-1,053
4 5
6
7 8