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
$1.36B
AUM Growth
+$93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
549
New
Increased
Reduced
Closed

Top Buys

1
+$32.6M
2
+$4.02M
3
+$2.62M
4
DIS icon
Walt Disney
DIS
+$2.21M
5
MSFT icon
Microsoft
MSFT
+$1.91M

Top Sells

1
+$4.27M
2
+$3.98M
3
+$1.63M
4
BA icon
Boeing
BA
+$1.29M
5
MHFI
MCGRAW-HILL FINANCIAL INC COM
MHFI
+$1.14M

Sector Composition

1 Healthcare 10.8%
2 Consumer Staples 10.4%
3 Communication Services 8.26%
4 Technology 7.37%
5 Industrials 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$604K 0.04%
30,377
-517
302
$598K 0.04%
2,563
+400
303
$597K 0.04%
9,991
-2,093
304
$594K 0.04%
28,264
-3,785
305
$591K 0.04%
24,450
+700
306
$581K 0.04%
22,225
-2,575
307
$579K 0.04%
4,220
+965
308
$579K 0.04%
7,702
-36
309
$579K 0.04%
14,814
+800
310
$558K 0.04%
21,460
311
$553K 0.04%
34,893
-3,000
312
$551K 0.04%
20,814
-215
313
$544K 0.04%
22,329
-242
314
$543K 0.04%
8,305
+865
315
$542K 0.04%
12,614
-1,760
316
$537K 0.04%
13,712
-186
317
$535K 0.04%
11,045
-5,924
318
$530K 0.04%
10,960
+1,294
319
$525K 0.04%
6,478
-1,116
320
$523K 0.04%
9,300
-574
321
$523K 0.04%
2,533
-200
322
$522K 0.04%
7,710
-74
323
$519K 0.04%
20,399
+93
324
$515K 0.04%
4,705
+35
325
$511K 0.04%
36,158
-676
11 12
13
14 15