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
$1.36B
AUM Growth
+$93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
549
New
Increased
Reduced
Closed

Top Buys

1
+$32.6M
2
+$4.02M
3
+$2.62M
4
DIS icon
Walt Disney
DIS
+$2.21M
5
MSFT icon
Microsoft
MSFT
+$1.91M

Top Sells

1
+$4.27M
2
+$3.98M
3
+$1.63M
4
BA icon
Boeing
BA
+$1.29M
5
MHFI
MCGRAW-HILL FINANCIAL INC COM
MHFI
+$1.14M

Sector Composition

1 Healthcare 10.8%
2 Consumer Staples 10.4%
3 Communication Services 8.26%
4 Technology 7.37%
5 Industrials 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$713K 0.05%
28,970
-304
277
$712K 0.05%
17,865
-900
278
$710K 0.05%
15,188
279
$705K 0.05%
6,200
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280
$694K 0.05%
8,631
-125
281
$690K 0.05%
7,888
-162
282
$684K 0.05%
23,060
+9,640
283
$681K 0.05%
14,576
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284
$679K 0.05%
6,808
-763
285
$674K 0.05%
49,959
-6,515
286
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25,577
-226
287
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9,003
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288
$663K 0.05%
12,057
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289
$657K 0.05%
7,375
-382
290
$645K 0.05%
18,643
-11,494
291
$644K 0.05%
24,320
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292
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6,436
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293
$642K 0.05%
7,904
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294
$634K 0.05%
13,020
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295
$627K 0.05%
24,222
+1,713
296
$620K 0.05%
8,441
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297
$612K 0.05%
7,799
-275
298
$609K 0.04%
39,750
+8,280
299
$607K 0.04%
16,892
-350
300
$606K 0.04%
24,700
+200
10 11
12
13 14