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
251
$398K 0.03%
14,419
-5,470
252
$386K 0.03%
8,900
-985
253
$379K 0.02%
39,620
-408
254
$374K 0.02%
9,696
-690
255
$371K 0.02%
313
256
$368K 0.02%
1,563
-74
257
$364K 0.02%
5,703
-387
258
$362K 0.02%
8,400
-8,454
259
$356K 0.02%
10,600
+295
260
$350K 0.02%
2,988
-1,212
261
$348K 0.02%
4,107
-3,209
262
$342K 0.02%
8,633
+650
263
$339K 0.02%
5,588
264
$337K 0.02%
13,512
+612
265
$336K 0.02%
5,971
266
$336K 0.02%
+12,438
267
$335K 0.02%
7,378
+878
268
$334K 0.02%
2,415
269
$334K 0.02%
978
-32
270
$334K 0.02%
3,841
-719
271
$332K 0.02%
4,674
272
$329K 0.02%
16,442
+2,510
273
$326K 0.02%
4,354
274
$316K 0.02%
7,730
-8,695
275
$307K 0.02%
8,527
+37
9 10
11
12 13