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
$2.47B
AUM Growth
+$215M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
398
New
Increased
Reduced
Closed

Top Buys

1
+$9.91M
2
+$4.09M
3
+$2.07M
4
TT icon
Trane Technologies
TT
+$2.07M
5
TGT icon
Target
TGT
+$2.06M

Top Sells

1
+$6.34M
2
+$2.96M
3
+$1.54M
4
AZN icon
AstraZeneca
AZN
+$1.09M
5
FXI icon
iShares China Large-Cap ETF
FXI
+$1.04M

Sector Composition

1 Technology 16.31%
2 Consumer Discretionary 8.67%
3 Healthcare 8.5%
4 Industrials 7.67%
5 Consumer Staples 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$380K 0.02%
4,910
+620
302
$374K 0.02%
4,355
303
$372K 0.02%
5,181
+2,204
304
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8,680
305
$358K 0.01%
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306
$358K 0.01%
2,106
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307
$357K 0.01%
4,574
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308
$356K 0.01%
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309
$353K 0.01%
1,757
310
$341K 0.01%
2,748
311
$336K 0.01%
18,000
312
$334K 0.01%
4,310
313
$333K 0.01%
6,206
-605
314
$333K 0.01%
3,160
315
$330K 0.01%
5,692
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316
$329K 0.01%
4,474
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317
$328K 0.01%
2,224
318
$327K 0.01%
2,473
319
$324K 0.01%
10,370
-2,585
320
$323K 0.01%
+1,154
321
$323K 0.01%
6,262
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322
$322K 0.01%
2,998
+427
323
$314K 0.01%
5,874
+235
324
$306K 0.01%
3,776
+120
325
$302K 0.01%
418
-5
11 12
13
14 15