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
$1.27B
AUM Growth
+$60.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
555
New
Increased
Reduced
Closed

Top Buys

1
+$8.72M
2
+$3.74M
3
+$2.46M
4
DIS icon
Walt Disney
DIS
+$1.7M
5
CCI icon
Crown Castle
CCI
+$1.65M

Top Sells

1
+$3.39M
2
+$3.03M
3
+$2.58M
4
IEV icon
iShares Europe ETF
IEV
+$2.42M
5
XOM icon
Exxon Mobil
XOM
+$1.95M

Sector Composition

1 Healthcare 11.58%
2 Consumer Staples 10.23%
3 Technology 7.51%
4 Industrials 7.27%
5 Financials 6.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$709K 0.06%
25,955
+5,130
277
$708K 0.06%
26,062
278
$705K 0.06%
1,299
+203
279
$700K 0.06%
963
-25
280
$694K 0.05%
7,487
+1,130
281
$693K 0.05%
8,756
282
$685K 0.05%
18,668
+1,650
283
$685K 0.05%
11,089
-1,175
284
$683K 0.05%
25,803
-2,725
285
$676K 0.05%
25,252
-433
286
$673K 0.05%
25,550
-285
287
$669K 0.05%
23,229
+1,100
288
$665K 0.05%
42,550
-21,700
289
$658K 0.05%
24,800
-3,200
290
$655K 0.05%
8,050
-54
291
$647K 0.05%
54,658
-86,994
292
$643K 0.05%
12,084
+2,932
293
$640K 0.05%
7,594
-3,222
294
$634K 0.05%
6,749
-3
295
$628K 0.05%
17,242
296
$625K 0.05%
6,014
+689
297
$622K 0.05%
8,001
-1,880
298
$619K 0.05%
4,155
+129
299
$619K 0.05%
8,074
-250
300
$613K 0.05%
30,894
-487
10 11
12
13 14