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
176
$1.03M 0.06%
6,915
-200
177
$1.03M 0.06%
3,163
+199
178
$1.02M 0.06%
18,481
-7,006
179
$1.01M 0.06%
4,412
-80
180
$1.01M 0.06%
7,427
181
$1.01M 0.05%
7,536
-1,963
182
$1M 0.05%
6,219
-217
183
$999K 0.05%
34,784
-200
184
$951K 0.05%
6,112
185
$944K 0.05%
14,036
-208
186
$918K 0.05%
10,299
-406
187
$913K 0.05%
36,709
+11,905
188
$906K 0.05%
4,319
+3,070
189
$896K 0.05%
16,111
-4,286
190
$892K 0.05%
9,417
+3,823
191
$890K 0.05%
42,165
+3,965
192
$865K 0.05%
16,012
-1,652
193
$863K 0.05%
7,454
+1,649
194
$856K 0.05%
9,037
+33
195
$851K 0.05%
10,003
+2,729
196
$834K 0.05%
4,581
+917
197
$822K 0.04%
12,628
-205
198
$812K 0.04%
38,336
-1,161
199
$802K 0.04%
17,793
-115
200
$802K 0.04%
7,814
-12
6 7
8
9 10