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
151
$1.41M 0.08%
25,487
+3,401
152
$1.39M 0.08%
7,599
+582
153
$1.36M 0.08%
5,061
154
$1.34M 0.08%
7,526
+435
155
$1.29M 0.08%
16,902
+25
156
$1.26M 0.07%
16,567
+7,435
157
$1.21M 0.07%
8,446
-5,831
158
$1.2M 0.07%
5,429
+749
159
$1.2M 0.07%
9,499
-712
160
$1.2M 0.07%
26,608
+417
161
$1.2M 0.07%
19,943
-410
162
$1.19M 0.07%
6,636
+468
163
$1.16M 0.07%
18,771
-1,125
164
$1.15M 0.07%
17,649
+305
165
$1.13M 0.07%
10,593
+35
166
$1.13M 0.07%
7,115
167
$1.11M 0.06%
12,532
+1,925
168
$1.11M 0.06%
6,952
+5,198
169
$1.1M 0.06%
6,436
+749
170
$1.09M 0.06%
25,960
-13,863
171
$1.06M 0.06%
7,889
+1,783
172
$998K 0.06%
36,130
+1,550
173
$987K 0.06%
6,112
174
$964K 0.06%
10,437
175
$955K 0.06%
14,244
-192
5 6
7
8 9