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
$1.65B
AUM Growth
-$64.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
552
New
Increased
Reduced
Closed

Top Buys

1
+$7.79M
2
+$6.24M
3
+$4.13M
4
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$2.85M
5
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$2.01M

Top Sells

1
+$5.36M
2
+$4.18M
3
+$4.04M
4
ABB
ABB Ltd
ABB
+$2.51M
5
EIX icon
Edison International
EIX
+$1.96M

Sector Composition

1 Technology 9.23%
2 Healthcare 9.21%
3 Consumer Staples 7.45%
4 Communication Services 7.23%
5 Industrials 6.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.75M 0.11%
67,352
+950
177
$1.74M 0.11%
68,964
-3,600
178
$1.74M 0.11%
68,739
+5,050
179
$1.74M 0.11%
65,431
-22,450
180
$1.73M 0.11%
12,896
-959
181
$1.72M 0.1%
297,600
+224,320
182
$1.71M 0.1%
65,235
+3,526
183
$1.7M 0.1%
27,337
-2,480
184
$1.64M 0.1%
13,013
-300
185
$1.61M 0.1%
10,291
+369
186
$1.61M 0.1%
7,448
-250
187
$1.61M 0.1%
10,495
-1,662
188
$1.61M 0.1%
64,476
+790
189
$1.58M 0.1%
89,913
+3
190
$1.57M 0.1%
59,541
+2,422
191
$1.54M 0.09%
57,669
-92
192
$1.53M 0.09%
60,950
+4,600
193
$1.53M 0.09%
16,377
-1,311
194
$1.52M 0.09%
65,288
-84,109
195
$1.52M 0.09%
36,335
-2,215
196
$1.48M 0.09%
26,025
+1,670
197
$1.46M 0.09%
20,991
198
$1.43M 0.09%
57,782
-15,060
199
$1.43M 0.09%
20,462
+4,943
200
$1.42M 0.09%
33,064
-4,958
6 7
8
9 10