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
$2.51B
AUM Growth
+$40.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
403
New
Increased
Reduced
Closed

Top Buys

1
+$6.75M
2
+$4.12M
3
+$3.68M
4
CAT icon
Caterpillar
CAT
+$2.56M
5
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$2.11M

Top Sells

1
+$4.95M
2
+$3.04M
3
+$2.35M
4
PH icon
Parker-Hannifin
PH
+$1.81M
5
MKC icon
McCormick & Company Non-Voting
MKC
+$1.7M

Sector Composition

1 Technology 16.6%
2 Consumer Discretionary 8.53%
3 Healthcare 8.51%
4 Consumer Staples 7.78%
5 Industrials 7.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$479K 0.02%
1,213
277
$478K 0.02%
2,386
+297
278
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443
279
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280
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281
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283
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285
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5,478
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286
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287
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288
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291
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294
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295
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297
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298
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1,395
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299
$386K 0.02%
7,653
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300
$385K 0.02%
27,189
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10 11
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