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
$2.9B
AUM Growth
-$51.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
390
New
Increased
Reduced
Closed

Top Buys

1
+$2.48M
2
+$1.83M
3
+$1.72M
4
SCCO icon
Southern Copper
SCCO
+$1.26M
5
ISRG icon
Intuitive Surgical
ISRG
+$949K

Top Sells

1
+$8.26M
2
+$4.34M
3
+$4.07M
4
UPS icon
United Parcel Service
UPS
+$2.98M
5
ELV icon
Elevance Health
ELV
+$2.95M

Sector Composition

1 Technology 19.29%
2 Consumer Staples 8.42%
3 Consumer Discretionary 7.5%
4 Financials 7.27%
5 Industrials 6.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$539K 0.02%
4,727
252
$538K 0.02%
4,469
+61
253
$528K 0.02%
1,260
+260
254
$514K 0.02%
2,267
-1,048
255
$514K 0.02%
21,266
-858
256
$507K 0.02%
+2,040
257
$500K 0.02%
7,409
258
$483K 0.02%
9,245
259
$478K 0.02%
4,266
-200
260
$476K 0.02%
4,743
+2,256
261
$472K 0.02%
17,241
+1,673
262
$467K 0.02%
1,420
+550
263
$464K 0.02%
739
+12
264
$464K 0.02%
2,258
+831
265
$450K 0.02%
2,944
266
$443K 0.02%
7,544
267
$441K 0.02%
7,566
268
$438K 0.02%
1,912
269
$434K 0.02%
6,809
+104
270
$429K 0.01%
1,433
-3,232
271
$429K 0.01%
2,287
272
$427K 0.01%
6,210
-3,780
273
$411K 0.01%
2,930
274
$411K 0.01%
3,563
+173
275
$410K 0.01%
2,473
9 10
11
12 13