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
$2.9B
AUM Growth
-$51.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
390
New
Increased
Reduced
Closed

Top Buys

1
+$2.48M
2
+$1.83M
3
+$1.72M
4
SCCO icon
Southern Copper
SCCO
+$1.26M
5
ISRG icon
Intuitive Surgical
ISRG
+$949K

Top Sells

1
+$8.26M
2
+$4.34M
3
+$4.07M
4
UPS icon
United Parcel Service
UPS
+$2.98M
5
ELV icon
Elevance Health
ELV
+$2.95M

Sector Composition

1 Technology 19.29%
2 Consumer Staples 8.42%
3 Consumer Discretionary 7.5%
4 Financials 7.27%
5 Industrials 6.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$770K 0.03%
8,948
-4,448
227
$763K 0.03%
5,678
-409
228
$758K 0.03%
9,967
229
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2,150
+23
230
$744K 0.03%
16,569
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231
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1,238
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232
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233
$693K 0.02%
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234
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235
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236
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237
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238
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239
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241
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243
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244
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$574K 0.02%
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246
$573K 0.02%
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247
$573K 0.02%
28,575
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248
$560K 0.02%
4,637
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249
$545K 0.02%
2,019
250
$541K 0.02%
7,684
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10
11 12