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
$1.36B
AUM Growth
+$93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
549
New
Increased
Reduced
Closed

Top Buys

1
+$32.6M
2
+$4.02M
3
+$2.62M
4
DIS icon
Walt Disney
DIS
+$2.21M
5
MSFT icon
Microsoft
MSFT
+$1.91M

Top Sells

1
+$4.27M
2
+$3.98M
3
+$1.63M
4
BA icon
Boeing
BA
+$1.29M
5
MHFI
MCGRAW-HILL FINANCIAL INC COM
MHFI
+$1.14M

Sector Composition

1 Healthcare 10.8%
2 Consumer Staples 10.4%
3 Communication Services 8.26%
4 Technology 7.37%
5 Industrials 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$995K 0.07%
34,459
+600
227
$994K 0.07%
15,143
+488
228
$993K 0.07%
38,609
+2,625
229
$992K 0.07%
42,653
-355
230
$991K 0.07%
17,343
-3,144
231
$991K 0.07%
11,077
-101
232
$990K 0.07%
43,796
-2,750
233
$986K 0.07%
30,560
+4,605
234
$979K 0.07%
44,350
-625
235
$959K 0.07%
+38,318
236
$945K 0.07%
30,504
+4,239
237
$943K 0.07%
36,409
+8,322
238
$941K 0.07%
34,608
+3,216
239
$934K 0.07%
21,602
+3,330
240
$931K 0.07%
25,285
-215
241
$930K 0.07%
9,913
+3,164
242
$915K 0.07%
38,299
+3,349
243
$910K 0.07%
35,630
-800
244
$909K 0.07%
14,535
-2,312
245
$904K 0.07%
40,650
-2,450
246
$903K 0.07%
13,146
-2,452
247
$900K 0.07%
25,865
+60
248
$896K 0.07%
35,420
+50
249
$882K 0.06%
12,574
-325
250
$878K 0.06%
32,600
+2,500
8 9
10
11 12