KIA

KCM Investment Advisors Portfolio holdings

AUM $3.12B
1-Year Est. Return 19.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.8B
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
346
New
Increased
Reduced
Closed

Top Buys

1
+$4.08M
2
+$2.5M
3
+$2.47M
4
MMM icon
3M
MMM
+$2.2M
5
AZN icon
AstraZeneca
AZN
+$1.96M

Top Sells

1
+$21.5M
2
+$17.6M
3
+$14.1M
4
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$12.1M
5
VOX icon
Vanguard Communication Services ETF
VOX
+$11.7M

Sector Composition

1 Technology 17.04%
2 Consumer Discretionary 9.47%
3 Consumer Staples 9.44%
4 Healthcare 9.39%
5 Industrials 6.63%
Name Market Value Portfolio Weight Shares or Principal Change
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