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
176
$1.6M 0.06%
30,421
+25,307
177
$1.59M 0.06%
2,376
-2
178
$1.56M 0.06%
20,938
-3,219
179
$1.52M 0.06%
40,950
+3,336
180
$1.48M 0.06%
6,476
+243
181
$1.48M 0.06%
55,453
-1,156
182
$1.47M 0.06%
24,466
+2,896
183
$1.47M 0.06%
1,259
-39
184
$1.45M 0.06%
+12,873
185
$1.44M 0.06%
38,093
-925
186
$1.39M 0.06%
15,943
-1,423
187
$1.39M 0.06%
7,066
+296
188
$1.38M 0.06%
26,141
189
$1.37M 0.06%
17,008
-3,375
190
$1.37M 0.06%
13,429
-2,583
191
$1.33M 0.05%
5,370
-701
192
$1.31M 0.05%
28,549
-1,223
193
$1.28M 0.05%
6,105
+2,027
194
$1.27M 0.05%
22,440
+1,110
195
$1.25M 0.05%
5,131
-32
196
$1.22M 0.05%
21,761
-1,821
197
$1.19M 0.05%
15,804
+1,833
198
$1.17M 0.05%
8,475
-1,729
199
$1.15M 0.05%
6,208
+173
200
$1.12M 0.05%
5,918
+425
6 7
8
9 10