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
$2.47B
AUM Growth
+$215M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
398
New
Increased
Reduced
Closed

Top Buys

1
+$9.91M
2
+$4.09M
3
+$2.07M
4
TT icon
Trane Technologies
TT
+$2.07M
5
TGT icon
Target
TGT
+$2.06M

Top Sells

1
+$6.34M
2
+$2.96M
3
+$1.54M
4
AZN icon
AstraZeneca
AZN
+$1.09M
5
FXI icon
iShares China Large-Cap ETF
FXI
+$1.04M

Sector Composition

1 Technology 16.31%
2 Consumer Discretionary 8.67%
3 Healthcare 8.5%
4 Industrials 7.67%
5 Consumer Staples 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$750K 0.03%
7,600
-2,223
227
$749K 0.03%
7,554
-162
228
$735K 0.03%
+14,553
229
$708K 0.03%
11,691
+80
230
$703K 0.03%
11,094
+2,731
231
$686K 0.03%
9,959
-1,225
232
$682K 0.03%
15,478
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233
$676K 0.03%
7,988
+3
234
$672K 0.03%
7,368
-6,010
235
$668K 0.03%
9,443
+266
236
$656K 0.03%
20,462
-2,311
237
$650K 0.03%
4,218
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238
$640K 0.03%
11,636
239
$634K 0.03%
2,656
-388
240
$623K 0.03%
16,787
241
$623K 0.03%
11,790
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242
$623K 0.03%
34,168
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243
$621K 0.03%
+16,256
244
$619K 0.03%
7,200
245
$616K 0.02%
15,854
+140
246
$613K 0.02%
16,245
-1,320
247
$600K 0.02%
25,560
+12,600
248
$592K 0.02%
13,690
-90
249
$590K 0.02%
2,435
250
$563K 0.02%
3,093
+924
8 9
10
11 12