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
201
$1.07M 0.04%
5,374
-544
202
$1.06M 0.04%
34,392
-1,476
203
$1.06M 0.04%
16,490
-4,010
204
$1.06M 0.04%
5,876
-332
205
$1.02M 0.04%
6,849
-25
206
$1.02M 0.04%
7,552
-1,266
207
$1.01M 0.04%
52,854
-4,119
208
$963K 0.04%
8,005
-470
209
$961K 0.04%
20,450
+8,569
210
$954K 0.04%
12,185
211
$953K 0.04%
4,215
-200
212
$947K 0.04%
10,314
+1,210
213
$939K 0.04%
2,305
+216
214
$937K 0.04%
2,402
+463
215
$920K 0.04%
17,766
-3,995
216
$895K 0.04%
11,989
+21
217
$869K 0.03%
2,542
-165
218
$854K 0.03%
11,710
-2,402
219
$840K 0.03%
9,359
-822
220
$831K 0.03%
2,919
221
$819K 0.03%
27,784
-2,544
222
$817K 0.03%
10,742
-640
223
$803K 0.03%
2,326
224
$791K 0.03%
293
+88
225
$773K 0.03%
48,492
-99,390
7 8
9
10 11