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
$2.87B
AUM Growth
+$360M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
430
New
Increased
Reduced
Closed

Top Buys

1
+$22.6M
2
+$10.4M
3
+$5.47M
4
PFE icon
Pfizer
PFE
+$3.25M
5
AMAT icon
Applied Materials
AMAT
+$3.19M

Top Sells

1
+$14.6M
2
+$11.3M
3
+$4.65M
4
D icon
Dominion Energy
D
+$1.33M
5
BEP icon
Brookfield Renewable
BEP
+$1.23M

Sector Composition

1 Technology 17.81%
2 Consumer Discretionary 8.63%
3 Healthcare 8.32%
4 Consumer Staples 7.99%
5 Industrials 7.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$705K 0.02%
16,895
252
$703K 0.02%
16,221
+179
253
$700K 0.02%
5,785
254
$697K 0.02%
8,610
+4,136
255
$690K 0.02%
1,580
-871
256
$689K 0.02%
11,835
-8,830
257
$680K 0.02%
5,250
+68
258
$680K 0.02%
7,154
-207
259
$678K 0.02%
3,921
260
$665K 0.02%
1,743
261
$649K 0.02%
4,204
+64
262
$624K 0.02%
+16,658
263
$614K 0.02%
8,893
-52
264
$614K 0.02%
6,705
265
$607K 0.02%
762
+180
266
$602K 0.02%
9,990
-1,700
267
$595K 0.02%
926
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268
$588K 0.02%
1,569
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269
$584K 0.02%
37,058
+512
270
$579K 0.02%
7,362
-40
271
$576K 0.02%
9,545
+45
272
$575K 0.02%
1,183
-30
273
$575K 0.02%
1,808
+298
274
$571K 0.02%
4,216
+296
275
$563K 0.02%
7,412
-270
9 10
11
12 13