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
251
$359K 0.02%
2,800
+13
252
$354K 0.02%
1,749
-7
253
$352K 0.02%
13,590
+900
254
$352K 0.02%
4,414
-115
255
$348K 0.02%
3,786
+16
256
$345K 0.02%
443
257
$344K 0.02%
36,696
+379
258
$340K 0.02%
7,887
-177
259
$340K 0.02%
866
-4
260
$337K 0.02%
7,253
-293
261
$335K 0.02%
5,788
262
$334K 0.02%
2,564
263
$331K 0.02%
1,952
-126
264
$327K 0.02%
1,569
265
$318K 0.02%
8,920
-686
266
$318K 0.02%
6,884
-495
267
$309K 0.02%
4,850
-1,500
268
$304K 0.02%
8,358
-1,768
269
$301K 0.02%
1,353
+100
270
$294K 0.02%
7,290
+15
271
$284K 0.02%
4,924
272
$280K 0.02%
4,495
273
$280K 0.02%
7,795
-2,425
274
$278K 0.02%
1,864
+250
275
$275K 0.02%
1,757
9 10
11
12 13