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
$1.8B
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
346
New
Increased
Reduced
Closed

Top Buys

1
+$4.67M
2
+$2.53M
3
+$2.46M
4
MMM icon
3M
MMM
+$2.19M
5
AZN icon
AstraZeneca
AZN
+$1.93M

Top Sells

1
+$21.8M
2
+$17.6M
3
+$14.6M
4
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$12.5M
5
VOX icon
Vanguard Communication Services ETF
VOX
+$11.7M

Sector Composition

1 Technology 17.04%
2 Consumer Discretionary 9.47%
3 Consumer Staples 9.44%
4 Healthcare 9.39%
5 Industrials 6.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$274K 0.02%
17,270
-792
277
$270K 0.02%
10,750
+985
278
$269K 0.01%
+1,188
279
$269K 0.01%
3,665
-489
280
$254K 0.01%
2,402
+117
281
$253K 0.01%
775
282
$252K 0.01%
8,635
283
$252K 0.01%
6,339
284
$252K 0.01%
1,000
-75
285
$251K 0.01%
2,985
-375
286
$250K 0.01%
6,111
287
$248K 0.01%
2,226
288
$242K 0.01%
2,311
-75
289
$240K 0.01%
3,853
290
$234K 0.01%
3,007
291
$233K 0.01%
2,074
292
$231K 0.01%
+1,746
293
$229K 0.01%
3,450
-115
294
$227K 0.01%
4,398
295
$225K 0.01%
+1,212
296
$224K 0.01%
2,791
-836
297
$221K 0.01%
+3,600
298
$221K 0.01%
1,416
-349
299
$219K 0.01%
3,656
300
$216K 0.01%
2,473
-250
10 11
12
13 14