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
$2.9B
AUM Growth
-$51.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
390
New
Increased
Reduced
Closed

Top Buys

1
+$2.48M
2
+$1.83M
3
+$1.72M
4
SCCO icon
Southern Copper
SCCO
+$1.26M
5
ISRG icon
Intuitive Surgical
ISRG
+$949K

Top Sells

1
+$8.26M
2
+$4.34M
3
+$4.07M
4
UPS icon
United Parcel Service
UPS
+$2.98M
5
ELV icon
Elevance Health
ELV
+$2.95M

Sector Composition

1 Technology 19.29%
2 Consumer Staples 8.42%
3 Consumer Discretionary 7.5%
4 Financials 7.27%
5 Industrials 6.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$330K 0.01%
4,444
-432
302
$329K 0.01%
1,021
+46
303
$327K 0.01%
6,617
-325
304
$323K 0.01%
665
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305
$321K 0.01%
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306
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2,586
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307
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309
$307K 0.01%
639
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3,405
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311
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4,100
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312
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30,499
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313
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314
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1,615
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315
$291K 0.01%
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316
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317
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318
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321
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322
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514
323
$273K 0.01%
2,620
-242
324
$270K 0.01%
457
325
$268K 0.01%
3,020
11 12
13
14 15