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
$1.84B
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
344
New
Increased
Reduced
Closed

Top Buys

1
+$2.23M
2
+$1.63M
3
+$1.62M
4
AMGN icon
Amgen
AMGN
+$1.42M
5
SBUX icon
Starbucks
SBUX
+$1.19M

Top Sells

1
+$3.53M
2
+$2.59M
3
+$2.3M
4
XLE icon
State Street Energy Select Sector SPDR ETF
XLE
+$1.94M
5
WBA
Walgreens Boots Alliance
WBA
+$1.65M

Sector Composition

1 Technology 12.79%
2 Healthcare 7.88%
3 Consumer Staples 7.54%
4 Consumer Discretionary 7.18%
5 Industrials 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.4M 0.13%
15,863
-805
127
$2.12M 0.12%
6,432
-55
128
$2.09M 0.11%
49,717
+8,646
129
$2.07M 0.11%
36,954
-1,174
130
$1.99M 0.11%
6,609
-8
131
$1.98M 0.11%
40,548
132
$1.95M 0.11%
13,542
+27
133
$1.92M 0.1%
36,204
+290
134
$1.9M 0.1%
94,614
+4,611
135
$1.84M 0.1%
24,197
+25
136
$1.83M 0.1%
7,880
+5
137
$1.8M 0.1%
35,786
-188
138
$1.78M 0.1%
43,145
+1,795
139
$1.74M 0.09%
13,937
-974
140
$1.71M 0.09%
29,010
-28,053
141
$1.66M 0.09%
7,204
+1,775
142
$1.65M 0.09%
9,529
-76
143
$1.63M 0.09%
9,252
144
$1.61M 0.09%
12,594
+731
145
$1.61M 0.09%
69,020
146
$1.6M 0.09%
23,220
-492
147
$1.59M 0.09%
8,199
+600
148
$1.53M 0.08%
7,466
-60
149
$1.51M 0.08%
13,995
-340
150
$1.48M 0.08%
8,331
+1,379
4 5
6
7 8