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
251
$557K 0.02%
9,222
+1,844
252
$554K 0.02%
8,945
253
$544K 0.02%
5,700
+1,373
254
$543K 0.02%
4,140
255
$541K 0.02%
6,862
-108
256
$533K 0.02%
9,327
-25
257
$532K 0.02%
7,884
-250
258
$530K 0.02%
36,317
-1,048
259
$528K 0.02%
2,032
+100
260
$526K 0.02%
4,656
+416
261
$519K 0.02%
2,130
+423
262
$512K 0.02%
+4,940
263
$509K 0.02%
443
264
$503K 0.02%
15,777
-143
265
$499K 0.02%
26,900
-3,100
266
$498K 0.02%
3,139
-643
267
$495K 0.02%
2,089
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268
$494K 0.02%
17,446
+3,076
269
$492K 0.02%
3,731
270
$485K 0.02%
12,107
-600
271
$483K 0.02%
7,175
272
$475K 0.02%
4,738
273
$474K 0.02%
14,822
-12,496
274
$472K 0.02%
6,881
+1,095
275
$462K 0.02%
1,865
+110
9 10
11
12 13