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
$2.49B
AUM Growth
+$24.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
415
New
Increased
Reduced
Closed

Top Buys

1
+$3.37M
2
+$3.26M
3
+$2.29M
4
XLV icon
Health Care Select Sector SPDR Fund
XLV
+$1.82M
5
AMT icon
American Tower
AMT
+$1.77M

Top Sells

1
+$12.4M
2
+$11M
3
+$10.2M
4
MSFT icon
Microsoft
MSFT
+$7.04M
5
WFC icon
Wells Fargo
WFC
+$6.56M

Sector Composition

1 Technology 18.26%
2 Healthcare 8.35%
3 Consumer Staples 8.09%
4 Consumer Discretionary 7.71%
5 Industrials 6.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$3.2M 0.13%
36,666
-279
127
$3.11M 0.12%
23,560
-29,523
128
$2.98M 0.12%
39,480
-3,100
129
$2.97M 0.12%
11,864
-645
130
$2.93M 0.12%
6,358
+214
131
$2.92M 0.12%
22,982
-610
132
$2.81M 0.11%
38,560
-1,800
133
$2.74M 0.11%
22,983
-4,078
134
$2.72M 0.11%
31,795
-1,631
135
$2.71M 0.11%
20,726
-13,012
136
$2.64M 0.11%
16,254
-612
137
$2.62M 0.1%
117,557
+42,636
138
$2.58M 0.1%
36,679
-1,762
139
$2.57M 0.1%
85,469
-37,377
140
$2.57M 0.1%
39,618
-1,200
141
$2.53M 0.1%
75,720
-61,830
142
$2.43M 0.1%
7,541
-154
143
$2.36M 0.09%
24,055
-1,640
144
$2.32M 0.09%
26,336
-694
145
$2.29M 0.09%
44,383
146
$2.24M 0.09%
64,190
-14,640
147
$2.24M 0.09%
11,547
+9,128
148
$2.2M 0.09%
42,025
-4,085
149
$2.16M 0.09%
50,585
-153,728
150
$2.15M 0.09%
12,371
-1,463
4 5
6
7 8