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
201
$801K 0.04%
62,538
+11,238
202
$796K 0.04%
5,568
-244
203
$782K 0.04%
14,837
204
$774K 0.04%
14,347
-35
205
$753K 0.04%
5,872
+97
206
$746K 0.04%
18,762
-200
207
$744K 0.04%
6,618
+1,250
208
$728K 0.04%
5,925
-226
209
$717K 0.04%
5,374
+878
210
$715K 0.04%
11,143
-289
211
$704K 0.04%
21,495
+187
212
$700K 0.04%
4,159
+9
213
$693K 0.04%
11,916
214
$679K 0.04%
8,495
-33
215
$667K 0.04%
7,842
-8,725
216
$664K 0.04%
8,940
-195
217
$643K 0.03%
12,878
-9,535
218
$639K 0.03%
4,472
-3,974
219
$630K 0.03%
15,296
-100
220
$604K 0.03%
9,894
+201
221
$604K 0.03%
11,036
-466
222
$603K 0.03%
2,975
223
$601K 0.03%
5,716
224
$598K 0.03%
3,955
-35
225
$594K 0.03%
+11,916
7 8
9
10 11