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
$1.55B
AUM Growth
+$33.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
504
New
Increased
Reduced
Closed

Top Buys

1
+$4.73M
2
+$4.4M
3
+$4.34M
4
VZ icon
Verizon
VZ
+$4.08M
5
KRC icon
Kilroy Realty
KRC
+$4.02M

Top Sells

1
+$6.72M
2
+$6.35M
3
+$5.96M
4
C.PRJ
CITIGROUP INC. Depositary Shares, Each Representing a 1/1,000th Interest in a Share of 7.125% Fixed Rate / Floating Rate Noncumulative Preferred Stock, Series J
C.PRJ
+$5.96M
5
ABBV icon
AbbVie
ABBV
+$5.55M

Sector Composition

1 Technology 11.84%
2 Healthcare 8.74%
3 Industrials 7.65%
4 Consumer Staples 7.56%
5 Consumer Discretionary 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$300K 0.02%
14,286
+4,137
277
$286K 0.02%
+12,000
278
$284K 0.02%
12,708
+2,644
279
$283K 0.02%
7,688
-500
280
$281K 0.02%
2,979
-150
281
$267K 0.02%
14,940
282
$266K 0.02%
3,360
283
$263K 0.02%
1,534
-214
284
$262K 0.02%
1,250
-150
285
$261K 0.02%
2,844
-3,424
286
$259K 0.02%
2,885
+140
287
$257K 0.02%
10,333
-1,173
288
$252K 0.02%
2,480
-563
289
$252K 0.02%
1,276
290
$251K 0.02%
+4,726
291
$247K 0.02%
5,850
-3,895
292
$246K 0.02%
1,892
+37
293
$244K 0.02%
3,500
294
$244K 0.02%
2,438
-59
295
$241K 0.02%
+4,554
296
$239K 0.02%
3,418
-750
297
$237K 0.02%
+955
298
$237K 0.02%
3,606
299
$235K 0.02%
+872
300
$235K 0.02%
+1,855
10 11
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