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KIA

KCM Investment Advisors Portfolio holdings

AUM $3.01B
1-Year Est. Return 21.97%
This Fund
S&P 500
This Quarter Est. Return
-1.85%
1 Year Est. Return
+21.97%
3 Year Est. Return
+71.25%
5 Year Est. Return
+89.24%
10 Year Est. Return
+291.31%
AUM
$2.78B
AUM Growth
-$116M
Cap. Flow
-$25.1M
Cap. Flow %
-0.9%
Top 10 Hldgs %
33.19%
Holding
382
New
15
Increased
97
Reduced
193
Closed
20

Top Buys

Rank Stock Value
1
CSL icon
Carlisle Companies
CSL
+$14.1M
2
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$4.3M
3
VRT icon
Vertiv
VRT
+$3.84M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$3.56M
5
SMH icon
VanEck Semiconductor ETF
SMH
+$3.51M

Top Sells

Rank Stock Value
1
CCI icon
Crown Castle
CCI
+$8.97M
2
EIX icon
Edison International
EIX
+$7.74M
3
AAPL icon
Apple
AAPL
+$5.38M
4
PEP icon
PepsiCo
PEP
+$4.02M
5
UPS icon
United Parcel Service
UPS
+$3.23M

Sector Composition

Rank Sector Weight
1 Technology 17.67%
2 Consumer Staples 8.51%
3 Financials 7.49%
4 Consumer Discretionary 7.17%
5 Industrials 7.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BIIB icon
276
Biogen
BIIB
$30.7B
$388K 0.01%
2,839
-105
-4% -$15K
DKS icon
277
Dick's Sporting Goods
DKS
$18.7B
$385K 0.01%
1,912
– –
IJR icon
278
iShares Core S&P Small-Cap ETF
IJR
$112B
$382K 0.01%
3,656
+93
+3% +$10.5K
ESS icon
279
Essex Property Trust
ESS
$18.5B
$382K 0.01%
1,245
-35
-3% -$10.2K
IVE icon
280
iShares S&P 500 Value ETF
IVE
$49.8B
$381K 0.01%
2,000
– –
FAST icon
281
Fastenal
FAST
$59.5B
$377K 0.01%
9,718
– –
AJG icon
282
Arthur J. Gallagher & Co
AJG
$63.6B
$377K 0.01%
1,091
+9
+0.8% +$2.84K
ES icon
283
Eversource Energy
ES
$27.2B
$369K 0.01%
5,942
-50
-0.8% -$2.98K
HUBB icon
284
Hubbell
HUBB
$27.2B
$367K 0.01%
1,110
-150
-12% -$58.1K
GIS icon
285
General Mills
GIS
$19.7B
$365K 0.01%
6,109
-700
-10% -$42K
IHF icon
286
iShares US Healthcare Providers ETF
IHF
$1.27B
$365K 0.01%
6,908
+12
+0.2% +$617
ED icon
287
Consolidated Edison
ED
$39.9B
$356K 0.01%
3,216
-189
-6% -$18.5K
VGK icon
288
Vanguard FTSE Europe ETF
VGK
$31.1B
$355K 0.01%
5,063
– –
NSC icon
289
Norfolk Southern
NSC
$75.1B
$352K 0.01%
1,488
-177
-11% -$43.1K
OKE icon
290
Oneok
OKE
$54.5B
$351K 0.01%
3,535
-1,208
-25% -$120K
HACK icon
291
Amplify Cybersecurity ETF
HACK
$2.91B
$347K 0.01%
4,838
+180
+4% +$13.8K
ENB icon
292
Enbridge
ENB
$112B
$345K 0.01%
7,785
-170
-2% -$7.4K
KEYS icon
293
Keysight
KEYS
$58.3B
$345K 0.01%
2,303
– –
FRT icon
294
Federal Realty Investment Trust
FRT
$10.3B
$342K 0.01%
3,501
-765
-18% -$79.5K
AZN icon
295
AstraZeneca
AZN
$250B
$341K 0.01%
2,318
-237
-9% -$34.3K
ARM icon
296
Arm
ARM
$302B
$333K 0.01%
3,115
+55
+2% +$7.67K
MDLZ icon
297
Mondelez International
MDLZ
$79.9B
$331K 0.01%
4,875
-6,122
-56% -$377K
PNC icon
298
PNC Financial Services
PNC
$101B
$330K 0.01%
1,877
+49
+3% +$9.25K
ERTH icon
299
Invesco MSCI Sustainable Future ETF
ERTH
$138M
$329K 0.01%
8,478
+159
+2% +$6.41K
SHEL icon
300
Shell
SHEL
$245B
$329K 0.01%
4,488
-1,427
-24% -$96.1K
10 11
12
13 14

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SM
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CFM
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BGDI
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ROTUOC
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PCM
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DIG
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KCM Investment Advisors's Q1 2025 Portfolio in Review

As of Q1 2025, KCM Investment Advisors held 382 positions worth $2.78B, down 4% from $2.9B the previous quarter. Its ten largest holdings account for 33% of the portfolio.

KCM Investment Advisors's Q1 2025 filing shows 15 new, 97 increased, 193 reduced and 20 closed positions. Its largest new stake was Builders FirstSource: 13,815 shares worth $1.73M. The largest sale was Crown Castle, an estimated $8.97M.

By sector, the portfolio is most concentrated in Technology at 18% of assets, down from 19% a quarter earlier, followed by Consumer Staples and Financials.

  • KCM Investment Advisors's largest Q1 2025 buy was Builders FirstSource: 13,815 shares worth $1.73M.
  • KCM Investment Advisors added most to Carlisle Companies in Q1 2025, an estimated $14.1M increase.
  • KCM Investment Advisors's biggest Q1 2025 reduction was Crown Castle, cutting an estimated $8.97M.
  • KCM Investment Advisors fully exited iShares Bitcoin Trust in Q1 2025, selling an estimated $614K.
  • KCM Investment Advisors's ten largest holdings make up 33% of its $2.78B portfolio in Q1 2025.
  • KCM Investment Advisors opened 15 new positions and closed 20 in Q1 2025.
  • KCM Investment Advisors's portfolio value fell 4% quarter-over-quarter to $2.78B.

Based on KCM Investment Advisors's 13F filing for Q1 2025, filed 14 May 2025.