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
$1.36B
AUM Growth
+$93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
549
New
Increased
Reduced
Closed

Top Buys

1
+$32.6M
2
+$4.02M
3
+$2.62M
4
DIS icon
Walt Disney
DIS
+$2.21M
5
MSFT icon
Microsoft
MSFT
+$1.91M

Top Sells

1
+$4.27M
2
+$3.98M
3
+$1.63M
4
BA icon
Boeing
BA
+$1.29M
5
MHFI
MCGRAW-HILL FINANCIAL INC COM
MHFI
+$1.14M

Sector Composition

1 Healthcare 10.8%
2 Consumer Staples 10.4%
3 Communication Services 8.26%
4 Technology 7.37%
5 Industrials 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$509K 0.04%
6,645
-7,473
327
$509K 0.04%
6,368
+2,818
328
$509K 0.04%
494
329
$509K 0.04%
19,900
+1,300
330
$504K 0.04%
17,956
+1,251
331
$499K 0.04%
9,327
+1,889
332
$491K 0.04%
19,750
333
$489K 0.04%
19,555
+6,898
334
$488K 0.04%
19,085
-300
335
$485K 0.04%
+18,496
336
$480K 0.04%
10,862
-49
337
$469K 0.03%
5,594
+1,114
338
$469K 0.03%
19,020
-900
339
$467K 0.03%
17,796
-97
340
$465K 0.03%
5,674
+729
341
$465K 0.03%
22,908
-505
342
$462K 0.03%
6,953
-1,377
343
$462K 0.03%
17,436
-27
344
$460K 0.03%
8,040
+1,027
345
$459K 0.03%
11,753
+193
346
$458K 0.03%
17,430
+5,950
347
$457K 0.03%
7,490
+474
348
$456K 0.03%
18,823
-5,003
349
$449K 0.03%
+17,800
350
$449K 0.03%
16,900
-600
12 13
14
15 16