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
$1.27B
AUM Growth
+$60.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
555
New
Increased
Reduced
Closed

Top Buys

1
+$8.72M
2
+$3.74M
3
+$2.46M
4
DIS icon
Walt Disney
DIS
+$1.7M
5
CCI icon
Crown Castle
CCI
+$1.65M

Top Sells

1
+$3.39M
2
+$3.03M
3
+$2.58M
4
IEV icon
iShares Europe ETF
IEV
+$2.42M
5
XOM icon
Exxon Mobil
XOM
+$1.95M

Sector Composition

1 Healthcare 11.58%
2 Consumer Staples 10.23%
3 Technology 7.51%
4 Industrials 7.27%
5 Financials 6.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$986K 0.08%
30,137
-1,905
227
$985K 0.08%
44,975
+65
228
$984K 0.08%
38,708
-8,462
229
$976K 0.08%
33,859
+4,851
230
$964K 0.08%
46,546
+2,800
231
$959K 0.08%
27,423
-2,837
232
$952K 0.08%
28,264
+1,720
233
$947K 0.07%
21,884
+3,267
234
$946K 0.07%
14,655
+2,861
235
$926K 0.07%
36,430
-1,300
236
$922K 0.07%
31,392
-1,956
237
$912K 0.07%
35,984
+293
238
$908K 0.07%
35,370
+200
239
$907K 0.07%
14,118
-1,410
240
$897K 0.07%
8,572
+1,500
241
$891K 0.07%
34,315
-776
242
$886K 0.07%
34,950
-1,266
243
$883K 0.07%
2,826
-490
244
$877K 0.07%
16,847
-415
245
$877K 0.07%
11,312
+8
246
$876K 0.07%
34,350
-1,200
247
$874K 0.07%
25,805
-15,445
248
$862K 0.07%
32,316
-969
249
$858K 0.07%
43,100
-2,000
250
$852K 0.07%
33,466
+700
8 9
10
11 12