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
151
$2.32M 0.09%
102,582
+36,999
152
$2.31M 0.09%
46,110
+8,305
153
$2.28M 0.09%
13,834
+740
154
$2.23M 0.09%
10,514
+58
155
$2.22M 0.09%
44,383
+2,350
156
$2.21M 0.09%
12,055
+8,352
157
$2.09M 0.08%
9,863
+3,878
158
$2.06M 0.08%
19,485
+4,464
159
$2.01M 0.08%
15,320
+3,441
160
$2M 0.08%
9,051
-211
161
$1.92M 0.08%
48,781
+9,230
162
$1.87M 0.08%
45,600
+95
163
$1.86M 0.08%
4,222
-297
164
$1.86M 0.08%
9,922
+2,467
165
$1.83M 0.07%
5,023
+615
166
$1.82M 0.07%
13,522
+9
167
$1.81M 0.07%
18,652
168
$1.79M 0.07%
10,806
-1,120
169
$1.78M 0.07%
125,810
+33,000
170
$1.78M 0.07%
34,224
-740
171
$1.75M 0.07%
5,273
172
$1.71M 0.07%
121,874
-2,128
173
$1.67M 0.07%
17,675
+2,178
174
$1.62M 0.07%
74,921
+7,382
175
$1.62M 0.07%
7,190
-422
5 6
7
8 9