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
151
$1.44M 0.08%
8,718
-6,058
152
$1.44M 0.08%
16,877
-25
153
$1.43M 0.08%
12,887
-175
154
$1.43M 0.08%
19,448
-11,188
155
$1.43M 0.08%
11,114
+521
156
$1.37M 0.07%
4,800
-261
157
$1.36M 0.07%
9,697
+1,808
158
$1.34M 0.07%
29,780
+3,172
159
$1.32M 0.07%
13,241
+709
160
$1.29M 0.07%
27,149
+1,189
161
$1.26M 0.07%
45,150
-780
162
$1.22M 0.07%
21,005
-6,245
163
$1.22M 0.07%
17,553
-96
164
$1.22M 0.07%
6,183
-453
165
$1.2M 0.07%
4,049
-20
166
$1.16M 0.06%
18,271
-500
167
$1.15M 0.06%
36,400
+270
168
$1.13M 0.06%
20,156
+787
169
$1.13M 0.06%
19,724
-219
170
$1.12M 0.06%
52,475
171
$1.1M 0.06%
12,526
+1,981
172
$1.1M 0.06%
9,533
+33
173
$1.09M 0.06%
6,054
+1,000
174
$1.08M 0.06%
10,687
+250
175
$1.08M 0.06%
21,544
+8,374
5 6
7
8 9