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
$2.47B
AUM Growth
+$145M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
418
New
Increased
Reduced
Closed

Top Buys

1
+$5.53M
2
+$5.36M
3
+$4.08M
4
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$4.01M
5
XLK icon
Technology Select Sector SPDR Fund
XLK
+$3.54M

Top Sells

1
+$6.12M
2
+$4.1M
3
+$3.5M
4
JNJ icon
Johnson & Johnson
JNJ
+$3.38M
5
DEO icon
Diageo
DEO
+$3.2M

Sector Composition

1 Technology 17.16%
2 Healthcare 8.66%
3 Consumer Staples 8.34%
4 Consumer Discretionary 7.42%
5 Industrials 6.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$3.21M 0.13%
16,508
-3,933
127
$3.17M 0.13%
15,025
+374
128
$3.14M 0.13%
12,569
-250
129
$3.12M 0.13%
8,570
-27
130
$3.09M 0.13%
18,022
-271
131
$3.07M 0.12%
36,945
-6,245
132
$3.05M 0.12%
40,360
-750
133
$3.05M 0.12%
23,592
-1,000
134
$3.05M 0.12%
12,509
-459
135
$2.93M 0.12%
33,426
-1,635
136
$2.9M 0.12%
6,144
+244
137
$2.85M 0.12%
147,882
+26,999
138
$2.83M 0.11%
12,536
+3,535
139
$2.83M 0.11%
42,580
-1,186
140
$2.82M 0.11%
175,011
+131,346
141
$2.67M 0.11%
38,441
-2,398
142
$2.6M 0.11%
16,866
+20
143
$2.57M 0.1%
24,522
-1,733
144
$2.56M 0.1%
27,030
-95
145
$2.55M 0.1%
51,427
+38,864
146
$2.52M 0.1%
7,695
-441
147
$2.52M 0.1%
25,695
-172
148
$2.51M 0.1%
27,061
-349
149
$2.45M 0.1%
78,830
+8,140
150
$2.43M 0.1%
40,818
4 5
6
7 8