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
$2.9B
AUM Growth
-$51.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
390
New
Increased
Reduced
Closed

Top Buys

1
+$2.48M
2
+$1.83M
3
+$1.72M
4
SCCO icon
Southern Copper
SCCO
+$1.26M
5
ISRG icon
Intuitive Surgical
ISRG
+$949K

Top Sells

1
+$8.26M
2
+$4.34M
3
+$4.07M
4
UPS icon
United Parcel Service
UPS
+$2.98M
5
ELV icon
Elevance Health
ELV
+$2.95M

Sector Composition

1 Technology 19.29%
2 Consumer Staples 8.42%
3 Consumer Discretionary 7.5%
4 Financials 7.27%
5 Industrials 6.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$402K 0.01%
2,283
277
$402K 0.01%
4,445
-593
278
$400K 0.01%
10,747
+623
279
$399K 0.01%
2,415
280
$393K 0.01%
1,639
281
$391K 0.01%
1,665
+298
282
$386K 0.01%
13,782
-189
283
$383K 0.01%
24,565
-5,380
284
$382K 0.01%
2,000
-74
285
$377K 0.01%
3,060
+875
286
$371K 0.01%
5,915
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287
$370K 0.01%
2,303
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288
$366K 0.01%
5,946
+210
289
$365K 0.01%
1,280
290
$362K 0.01%
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-498
291
$359K 0.01%
6,376
+1,300
292
$353K 0.01%
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293
$349K 0.01%
9,718
294
$347K 0.01%
4,658
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295
$344K 0.01%
5,992
-20
296
$338K 0.01%
7,955
-137
297
$336K 0.01%
8,319
+317
298
$335K 0.01%
5,110
-562
299
$332K 0.01%
1,409
300
$331K 0.01%
6,896
+13
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12
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