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
$1.36B
AUM Growth
+$93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
549
New
Increased
Reduced
Closed

Top Buys

1
+$32.6M
2
+$4.02M
3
+$2.62M
4
DIS icon
Walt Disney
DIS
+$2.21M
5
MSFT icon
Microsoft
MSFT
+$1.91M

Top Sells

1
+$4.27M
2
+$3.98M
3
+$1.63M
4
BA icon
Boeing
BA
+$1.29M
5
MHFI
MCGRAW-HILL FINANCIAL INC COM
MHFI
+$1.14M

Sector Composition

1 Healthcare 10.8%
2 Consumer Staples 10.4%
3 Communication Services 8.26%
4 Technology 7.37%
5 Industrials 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$865K 0.06%
34,650
+300
252
$864K 0.06%
33,866
+400
253
$861K 0.06%
32,343
+3,600
254
$860K 0.06%
10,660
-3,147
255
$859K 0.06%
27,941
+4,712
256
$856K 0.06%
33,842
+900
257
$837K 0.06%
31,916
-400
258
$834K 0.06%
3,112
+286
259
$834K 0.06%
33,308
-5,400
260
$831K 0.06%
8,108
+621
261
$816K 0.06%
4,621
262
$766K 0.06%
6,815
+11
263
$761K 0.06%
27,172
+5,100
264
$758K 0.06%
4,661
+506
265
$758K 0.06%
29,111
+3,049
266
$751K 0.06%
29,391
-4,924
267
$739K 0.05%
28,806
+361
268
$735K 0.05%
23,274
+5,164
269
$730K 0.05%
29,110
-35
270
$730K 0.05%
28,505
-776
271
$725K 0.05%
49,910
272
$725K 0.05%
+28,200
273
$722K 0.05%
19,889
+1,221
274
$715K 0.05%
42,350
-200
275
$714K 0.05%
890
-73
9 10
11
12 13