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
$2.87B
AUM Growth
+$360M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
430
New
Increased
Reduced
Closed

Top Buys

1
+$22.6M
2
+$10.4M
3
+$5.47M
4
PFE icon
Pfizer
PFE
+$3.25M
5
AMAT icon
Applied Materials
AMAT
+$3.19M

Top Sells

1
+$14.6M
2
+$11.3M
3
+$4.65M
4
D icon
Dominion Energy
D
+$1.33M
5
BEP icon
Brookfield Renewable
BEP
+$1.23M

Sector Composition

1 Technology 17.81%
2 Consumer Discretionary 8.63%
3 Healthcare 8.32%
4 Consumer Staples 7.99%
5 Industrials 7.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$558K 0.02%
+6,317
277
$557K 0.02%
14,963
-816
278
$557K 0.02%
14,254
279
$553K 0.02%
2,534
-7
280
$546K 0.02%
25,000
281
$545K 0.02%
4,738
282
$544K 0.02%
2,033
283
$535K 0.02%
2,330
-56
284
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25,489
-1,700
285
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6,177
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286
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3,110
-29
287
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12,103
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288
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4,505
-161
289
$515K 0.02%
794
290
$510K 0.02%
8,248
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291
$494K 0.02%
3,678
+337
292
$492K 0.02%
27,413
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293
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3,250
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294
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7,321
295
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9,327
296
$473K 0.02%
12,112
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297
$472K 0.02%
9,967
+1,178
298
$472K 0.02%
2,736
+118
299
$470K 0.02%
6,131
+30
300
$461K 0.02%
5,294
-184
10 11
12
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