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
151
$2.15M 0.09%
10,186
-328
152
$2.14M 0.09%
7,347
+5,441
153
$2.13M 0.09%
9,542
+491
154
$1.93M 0.08%
48,731
-50
155
$1.92M 0.08%
3,997
-225
156
$1.9M 0.08%
10,371
-435
157
$1.89M 0.08%
6,601
-3,262
158
$1.83M 0.07%
16,207
-8,315
159
$1.79M 0.07%
6,760
-430
160
$1.77M 0.07%
26,006
+1,540
161
$1.76M 0.07%
5,113
-160
162
$1.73M 0.07%
4,399
-624
163
$1.71M 0.07%
32,824
-1,400
164
$1.66M 0.07%
42,915
+1,965
165
$1.65M 0.07%
17,313
-362
166
$1.64M 0.07%
17,384
+1,580
167
$1.63M 0.07%
13,429
168
$1.63M 0.07%
17,343
+335
169
$1.61M 0.06%
16,385
-2,267
170
$1.61M 0.06%
15,138
-4,347
171
$1.6M 0.06%
40,125
-5,475
172
$1.6M 0.06%
6,461
-15
173
$1.6M 0.06%
67,494
-35,088
174
$1.57M 0.06%
24,615
+2,175
175
$1.54M 0.06%
7,458
-2,464
5 6
7
8 9