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
$1.49B
AUM Growth
+$26.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
559
New
Increased
Reduced
Closed

Top Buys

1
+$2.73M
2
+$1.98M
3
+$1.66M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.47M
5
KMB icon
Kimberly-Clark
KMB
+$1.39M

Top Sells

1
+$2.44M
2
+$1.89M
3
+$1.78M
4
VTRS icon
Viatris
VTRS
+$1.37M
5
KFH.CL
KKR Financial Holdings LLC
KFH.CL
+$1.3M

Sector Composition

1 Consumer Staples 9.68%
2 Healthcare 9.57%
3 Communication Services 8.36%
4 Technology 7.88%
5 Industrials 7.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.16M 0.08%
17,324
+602
227
$1.16M 0.08%
49,791
+2,015
228
$1.16M 0.08%
10,767
+365
229
$1.16M 0.08%
8,138
+4,783
230
$1.16M 0.08%
31,620
231
$1.14M 0.08%
44,735
+17,516
232
$1.12M 0.08%
56,375
-650
233
$1.12M 0.08%
23,275
-615
234
$1.11M 0.07%
26,768
+903
235
$1.09M 0.07%
28,980
+4,360
236
$1.06M 0.07%
5,371
237
$1.05M 0.07%
15,264
+220
238
$1.05M 0.07%
8,558
+333
239
$1.04M 0.07%
38,461
-750
240
$1.02M 0.07%
40,418
-1,290
241
$1M 0.07%
28,979
+1,038
242
$994K 0.07%
39,379
+1,522
243
$982K 0.07%
24,889
-1,454
244
$976K 0.07%
20,091
-90
245
$940K 0.06%
+36,933
246
$933K 0.06%
36,950
-1,600
247
$931K 0.06%
9,040
-34
248
$925K 0.06%
10,951
+2,800
249
$921K 0.06%
12,574
250
$918K 0.06%
35,545
+1,650
8 9
10
11 12