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
$2.47B
AUM Growth
+$215M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
398
New
Increased
Reduced
Closed

Top Buys

1
+$9.91M
2
+$4.09M
3
+$2.07M
4
TT icon
Trane Technologies
TT
+$2.07M
5
TGT icon
Target
TGT
+$2.06M

Top Sells

1
+$6.34M
2
+$2.96M
3
+$1.54M
4
AZN icon
AstraZeneca
AZN
+$1.09M
5
FXI icon
iShares China Large-Cap ETF
FXI
+$1.04M

Sector Composition

1 Technology 16.31%
2 Consumer Discretionary 8.67%
3 Healthcare 8.5%
4 Industrials 7.67%
5 Consumer Staples 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$459K 0.02%
1,953
+371
277
$456K 0.02%
3,050
278
$453K 0.02%
5,542
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279
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-118
280
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281
$441K 0.02%
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282
$440K 0.02%
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283
$439K 0.02%
1,188
284
$436K 0.02%
794
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285
$431K 0.02%
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-2,618
286
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287
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288
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289
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290
$411K 0.02%
1,366
291
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1,213
292
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293
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294
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295
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296
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8,161
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297
$397K 0.02%
2,758
298
$391K 0.02%
5,000
-847
299
$390K 0.02%
7,310
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300
$390K 0.02%
5,915
10 11
12
13 14