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
$1.72B
AUM Growth
+$52.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
337
New
Increased
Reduced
Closed

Top Buys

1
+$3.22M
2
+$2.32M
3
+$2.01M
4
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$1.72M
5
PAG icon
Penske Automotive Group
PAG
+$1.7M

Top Sells

1
+$2.58M
2
+$2.34M
3
+$2.19M
4
ABBV icon
AbbVie
ABBV
+$1.97M
5
BABA icon
Alibaba
BABA
+$1.53M

Sector Composition

1 Technology 11.66%
2 Consumer Staples 8.02%
3 Healthcare 7.54%
4 Industrials 7.39%
5 Consumer Discretionary 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.16M 0.13%
6,617
+428
127
$2.1M 0.12%
17,078
+875
128
$2.1M 0.12%
49,279
-2,373
129
$2.09M 0.12%
30,636
-4,550
130
$2.07M 0.12%
16,668
-659
131
$1.89M 0.11%
40,548
132
$1.88M 0.11%
35,914
-947
133
$1.79M 0.1%
6,487
-96
134
$1.78M 0.1%
14,911
+3,196
135
$1.78M 0.1%
13,515
-285
136
$1.7M 0.1%
+35,974
137
$1.7M 0.1%
90,003
+648
138
$1.65M 0.1%
11,863
-447
139
$1.63M 0.09%
35,012
+4,698
140
$1.62M 0.09%
9,605
-60
141
$1.62M 0.09%
24,172
-623
142
$1.61M 0.09%
41,071
+1,164
143
$1.6M 0.09%
41,350
-2,440
144
$1.53M 0.09%
23,712
145
$1.52M 0.09%
7,875
-600
146
$1.49M 0.09%
14,335
+1,330
147
$1.48M 0.09%
9,252
+1,055
148
$1.47M 0.09%
69,020
+1,500
149
$1.44M 0.08%
27,250
-5,930
150
$1.43M 0.08%
13,062
+75
4 5
6
7 8