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
176
$1.54M 0.06%
22,277
+1,339
177
$1.53M 0.06%
7,805
+739
178
$1.52M 0.06%
2,198
-178
179
$1.51M 0.06%
12,984
-538
180
$1.49M 0.06%
44,023
+15,010
181
$1.48M 0.06%
26,085
-56
182
$1.48M 0.06%
71,203
+20,244
183
$1.46M 0.06%
35,110
-2,983
184
$1.43M 0.06%
54,728
-725
185
$1.42M 0.06%
5,178
+47
186
$1.41M 0.06%
1,206
-53
187
$1.4M 0.06%
12,535
-338
188
$1.38M 0.06%
15,298
-645
189
$1.32M 0.05%
64,500
-61,310
190
$1.31M 0.05%
26,398
-2,151
191
$1.31M 0.05%
7,807
+1,702
192
$1.25M 0.05%
9,353
-5,967
193
$1.23M 0.05%
14,707
-204
194
$1.2M 0.05%
11,048
+1,173
195
$1.2M 0.05%
5,121
196
$1.16M 0.05%
32,966
+13,482
197
$1.14M 0.05%
4,318
-1,052
198
$1.09M 0.04%
10,778
-611
199
$1.08M 0.04%
10,420
+273
200
$1.07M 0.04%
11,155
6 7
8
9 10