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
$1.27B
AUM Growth
+$60.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
555
New
Increased
Reduced
Closed

Top Buys

1
+$8.72M
2
+$3.74M
3
+$2.46M
4
DIS icon
Walt Disney
DIS
+$1.7M
5
CCI icon
Crown Castle
CCI
+$1.65M

Top Sells

1
+$3.39M
2
+$3.03M
3
+$2.58M
4
IEV icon
iShares Europe ETF
IEV
+$2.42M
5
XOM icon
Exxon Mobil
XOM
+$1.95M

Sector Composition

1 Healthcare 11.58%
2 Consumer Staples 10.23%
3 Technology 7.51%
4 Industrials 7.27%
5 Financials 6.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$502K 0.04%
19,920
-500
327
$498K 0.04%
19,750
-150
328
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329
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-15
330
$488K 0.04%
16,705
-1,184
331
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7,438
332
$487K 0.04%
23,413
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333
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8,330
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334
$477K 0.04%
18,600
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335
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3,255
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336
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10,911
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337
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17,893
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338
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339
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13,420
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341
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342
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343
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17,500
-1,400
344
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16,850
346
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4,945
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347
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7,440
+1,625
348
$440K 0.03%
17,518
-382
349
$438K 0.03%
2,163
+340
350
$432K 0.03%
4,370
+819
12 13
14
15 16