KIA
KCM Investment Advisors Portfolio holdings
AUM
$2.98B
1-Year Return
16.3%
This Quarter Return
+2.35%
1 Year Return
+16.3%
3 Year Return
+70.08%
5 Year Return
+119.63%
10 Year Return
+251.67%
AUM
$1.36B
AUM Growth
+$93M
(+7.3%)
Cap. Flow
+$58.4M
Cap. Flow
% of AUM
4.29%
Top 10 Holdings %
Top 10 Hldgs %
18.67%
Holding
549
New
26
Increased
252
Reduced
174
Closed
29
Top Buys
| 1 |
Meta Platforms (Facebook)
META
|
$32.6M |
| 2 |
Edison International
EIX
|
$4.02M |
| 3 |
Chubb
CB
|
$2.62M |
| 4 |
Walt Disney
DIS
|
$2.21M |
| 5 |
Microsoft
MSFT
|
$1.91M |
Top Sells
| 1 |
TE
TECO ENERGY INC
TE
|
$4.27M |
| 2 |
CB
CHUBB CORPORATION
CB
|
$3.98M |
| 3 |
AMTD
TD Ameritrade Holding Corp
AMTD
|
$1.63M |
| 4 |
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% |
