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
$1.8B
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
346
New
Increased
Reduced
Closed

Top Buys

1
+$4.67M
2
+$2.53M
3
+$2.46M
4
MMM icon
3M
MMM
+$2.19M
5
AZN icon
AstraZeneca
AZN
+$1.93M

Top Sells

1
+$21.8M
2
+$17.6M
3
+$14.6M
4
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$12.5M
5
VOX icon
Vanguard Communication Services ETF
VOX
+$11.7M

Sector Composition

1 Technology 17.04%
2 Consumer Discretionary 9.47%
3 Consumer Staples 9.44%
4 Healthcare 9.39%
5 Industrials 6.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$216K 0.01%
16,810
302
$213K 0.01%
3,160
-844
303
$213K 0.01%
3,583
304
$212K 0.01%
9,400
305
$211K 0.01%
+1,321
306
$210K 0.01%
5,010
-70
307
$208K 0.01%
610
308
$206K 0.01%
7,590
-460
309
$205K 0.01%
+2,571
310
$203K 0.01%
+920
311
$202K 0.01%
2,167
-308
312
$178K 0.01%
20,160
-719
313
$139K 0.01%
53,000
-160,553
314
$135K 0.01%
13,465
-241
315
$132K 0.01%
19,780
316
$128K 0.01%
21,462
+462
317
$61K ﹤0.01%
14,875
-3,025
318
– –
-7,000
319
– –
-3,179
320
– –
-25,000
321
– –
-4,655
322
– –
-614
323
– –
-50,000
324
– –
-11,169
325
– –
-2,350
10 11 12
13
14