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
$1.55B
AUM Growth
+$33.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
504
New
Increased
Reduced
Closed

Top Buys

1
+$4.73M
2
+$4.4M
3
+$4.34M
4
VZ icon
Verizon
VZ
+$4.08M
5
KRC icon
Kilroy Realty
KRC
+$4.02M

Top Sells

1
+$6.72M
2
+$6.35M
3
+$5.96M
4
C.PRJ
CITIGROUP INC. Depositary Shares, Each Representing a 1/1,000th Interest in a Share of 7.125% Fixed Rate / Floating Rate Noncumulative Preferred Stock, Series J
C.PRJ
+$5.96M
5
ABBV icon
AbbVie
ABBV
+$5.55M

Sector Composition

1 Technology 11.84%
2 Healthcare 8.74%
3 Industrials 7.65%
4 Consumer Staples 7.56%
5 Consumer Discretionary 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$482K 0.03%
9,000
-550
227
$479K 0.03%
518
-145
228
$477K 0.03%
3,321
+50
229
$473K 0.03%
5,506
230
$472K 0.03%
8,300
-4,446
231
$464K 0.03%
+2,355
232
$462K 0.03%
5,519
-963
233
$462K 0.03%
8,685
-550
234
$458K 0.03%
5,631
+100
235
$458K 0.03%
7,418
+3
236
$457K 0.03%
13,073
-496
237
$456K 0.03%
16,200
-4,400
238
$444K 0.03%
14,455
239
$442K 0.03%
23,860
+10,731
240
$441K 0.03%
4,414
+1,653
241
$432K 0.03%
16,695
+885
242
$432K 0.03%
6,065
-49
243
$429K 0.03%
6,895
244
$426K 0.03%
2,780
245
$425K 0.03%
14,783
-120
246
$424K 0.03%
10,361
+2,395
247
$424K 0.03%
7,627
+529
248
$413K 0.03%
2,570
-83
249
$406K 0.03%
2,175
250
$399K 0.03%
5,207
+434
8 9
10
11 12