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
$1.8B
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
346
New
Increased
Reduced
Closed

Top Buys

1
+$4.67M
2
+$2.53M
3
+$2.46M
4
MMM icon
3M
MMM
+$2.19M
5
AZN icon
AstraZeneca
AZN
+$1.93M

Top Sells

1
+$21.8M
2
+$17.6M
3
+$14.6M
4
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$12.5M
5
VOX icon
Vanguard Communication Services ETF
VOX
+$11.7M

Sector Composition

1 Technology 17.04%
2 Consumer Discretionary 9.47%
3 Consumer Staples 9.44%
4 Healthcare 9.39%
5 Industrials 6.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$421K 0.02%
13,780
-600
227
$421K 0.02%
2,936
+451
228
$421K 0.02%
2,810
-120
229
$420K 0.02%
27,000
+4
230
$418K 0.02%
13,701
-1,988
231
$417K 0.02%
1,386
+77
232
$414K 0.02%
6,497
-555
233
$411K 0.02%
11,520
-4,725
234
$411K 0.02%
7,390
-2,231
235
$408K 0.02%
5,915
236
$406K 0.02%
1,213
237
$406K 0.02%
6,498
-1,420
238
$395K 0.02%
9,412
239
$391K 0.02%
+807
240
$388K 0.02%
4,386
-500
241
$387K 0.02%
1,705
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242
$387K 0.02%
7,375
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243
$378K 0.02%
6,127
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244
$374K 0.02%
25,968
+2,432
245
$374K 0.02%
15,439
+191
246
$373K 0.02%
3,050
-250
247
$368K 0.02%
2,676
-263
248
$366K 0.02%
7,320
-600
249
$363K 0.02%
6,684
-4,747
250
$361K 0.02%
4,140
8 9
10
11 12