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
201
$1.12M 0.05%
35,868
-11,956
202
$1.09M 0.04%
9,875
-148
203
$1.09M 0.04%
8,818
+996
204
$1.09M 0.04%
14,911
-14
205
$1.09M 0.04%
13,106
+2,721
206
$1.09M 0.04%
20,500
-270
207
$1.08M 0.04%
5,121
-2,189
208
$1.05M 0.04%
11,389
+394
209
$1.04M 0.04%
56,973
+9,075
210
$1.04M 0.04%
+29,013
211
$1.02M 0.04%
11,155
212
$1.01M 0.04%
10,147
+459
213
$994K 0.04%
6,874
+381
214
$984K 0.04%
14,112
-12,437
215
$982K 0.04%
10,181
-953
216
$976K 0.04%
3,069
-350
217
$956K 0.04%
30,328
-2,479
218
$930K 0.04%
+25,000
219
$910K 0.04%
50,959
+11,566
220
$899K 0.04%
12,185
221
$855K 0.03%
9,104
+851
222
$851K 0.03%
11,968
-574
223
$847K 0.03%
4,415
-60
224
$844K 0.03%
9,277
-551
225
$812K 0.03%
2,919
7 8
9
10 11