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
$1.27B
AUM Growth
+$60.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
555
New
Increased
Reduced
Closed

Top Buys

1
+$8.72M
2
+$3.74M
3
+$2.46M
4
DIS icon
Walt Disney
DIS
+$1.7M
5
CCI icon
Crown Castle
CCI
+$1.65M

Top Sells

1
+$3.39M
2
+$3.03M
3
+$2.58M
4
IEV icon
iShares Europe ETF
IEV
+$2.42M
5
XOM icon
Exxon Mobil
XOM
+$1.95M

Sector Composition

1 Healthcare 11.58%
2 Consumer Staples 10.23%
3 Technology 7.51%
4 Industrials 7.27%
5 Financials 6.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$611K 0.05%
23,826
+2,011
302
$609K 0.05%
+24,500
303
$604K 0.05%
12,922
+94
304
$604K 0.05%
22,509
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305
$598K 0.05%
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306
$584K 0.05%
32,049
-5,027
307
$562K 0.04%
14,014
-60,326
308
$562K 0.04%
21,029
+224
309
$562K 0.04%
21,460
-400
310
$560K 0.04%
2,733
311
$560K 0.04%
37,893
-500
312
$559K 0.04%
8,015
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313
$552K 0.04%
36,834
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314
$552K 0.04%
22,571
+14,309
315
$545K 0.04%
7,623
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316
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9,874
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18,110
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318
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15,188
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319
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12,951
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320
$523K 0.04%
7,738
321
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20,306
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322
$506K 0.04%
4,670
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323
$504K 0.04%
7,713
-287
324
$504K 0.04%
31,470
+1,470
325
$504K 0.04%
494
-35
11 12
13
14 15