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
$1.55B
AUM Growth
+$33.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
504
New
Increased
Reduced
Closed

Top Buys

1
+$4.73M
2
+$4.4M
3
+$4.34M
4
VZ icon
Verizon
VZ
+$4.08M
5
KRC icon
Kilroy Realty
KRC
+$4.02M

Top Sells

1
+$6.72M
2
+$6.35M
3
+$5.96M
4
C.PRJ
CITIGROUP INC. Depositary Shares, Each Representing a 1/1,000th Interest in a Share of 7.125% Fixed Rate / Floating Rate Noncumulative Preferred Stock, Series J
C.PRJ
+$5.96M
5
ABBV icon
AbbVie
ABBV
+$5.55M

Sector Composition

1 Technology 11.84%
2 Healthcare 8.74%
3 Industrials 7.65%
4 Consumer Staples 7.56%
5 Consumer Discretionary 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$225K 0.01%
2,000
302
$224K 0.01%
+6,264
303
$222K 0.01%
4,407
+2
304
$222K 0.01%
7,644
-2,400
305
$217K 0.01%
+4,892
306
$209K 0.01%
+935
307
$208K 0.01%
+2,813
308
$207K 0.01%
+2,380
309
$207K 0.01%
4,361
-303
310
$206K 0.01%
+2,571
311
$204K 0.01%
+2,196
312
$200K 0.01%
+3,656
313
$180K 0.01%
20,505
+8,100
314
$115K 0.01%
+13,450
315
$62K ﹤0.01%
53,000
316
$57K ﹤0.01%
10,990
+231
317
– –
-10,198
318
– –
-91,020
319
– –
-384
320
– –
-20,511
321
– –
-30,050
322
– –
-21,422
323
– –
-25,550
324
– –
-70,700
325
– –
-61,012
11 12
13
14 15