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
$2.51B
AUM Growth
+$40.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
403
New
Increased
Reduced
Closed

Top Buys

1
+$6.75M
2
+$4.12M
3
+$3.68M
4
CAT icon
Caterpillar
CAT
+$2.56M
5
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$2.11M

Top Sells

1
+$4.95M
2
+$3.04M
3
+$2.35M
4
PH icon
Parker-Hannifin
PH
+$1.81M
5
MKC icon
McCormick & Company Non-Voting
MKC
+$1.7M

Sector Composition

1 Technology 16.6%
2 Consumer Discretionary 8.53%
3 Healthcare 8.51%
4 Consumer Staples 7.78%
5 Industrials 7.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$384K 0.02%
5,287
+106
302
$375K 0.01%
8,635
-45
303
$374K 0.01%
7,310
304
$374K 0.01%
2,618
+512
305
$370K 0.01%
5,915
306
$365K 0.01%
2,564
-194
307
$353K 0.01%
1,757
308
$349K 0.01%
+3,387
309
$346K 0.01%
2,555
+519
310
$346K 0.01%
4,900
-100
311
$341K 0.01%
5,070
+894
312
$337K 0.01%
2,998
313
$333K 0.01%
7,920
+2,000
314
$329K 0.01%
4,474
315
$326K 0.01%
3,160
316
$324K 0.01%
6,210
+4
317
$323K 0.01%
4,364
-560
318
$321K 0.01%
6,095
-715
319
$321K 0.01%
5,874
320
$320K 0.01%
3,771
+488
321
$320K 0.01%
5,695
+3
322
$318K 0.01%
+9,061
323
$318K 0.01%
6,000
324
$316K 0.01%
6,262
325
$314K 0.01%
10,365
+1,381
11 12
13
14 15