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
$2.47B
AUM Growth
+$215M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
398
New
Increased
Reduced
Closed

Top Buys

1
+$9.91M
2
+$4.09M
3
+$2.07M
4
TT icon
Trane Technologies
TT
+$2.07M
5
TGT icon
Target
TGT
+$2.06M

Top Sells

1
+$6.34M
2
+$2.96M
3
+$1.54M
4
AZN icon
AstraZeneca
AZN
+$1.09M
5
FXI icon
iShares China Large-Cap ETF
FXI
+$1.04M

Sector Composition

1 Technology 16.31%
2 Consumer Discretionary 8.67%
3 Healthcare 8.5%
4 Industrials 7.67%
5 Consumer Staples 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$294K 0.01%
6,000
327
$288K 0.01%
4,424
+708
328
$286K 0.01%
+8,984
329
$286K 0.01%
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330
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331
$284K 0.01%
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332
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4,800
333
$281K 0.01%
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334
$280K 0.01%
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335
$278K 0.01%
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-61
336
$276K 0.01%
+5,920
337
$270K 0.01%
3,283
338
$269K 0.01%
4,257
-131
339
$267K 0.01%
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340
$266K 0.01%
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341
$263K 0.01%
1,137
342
$261K 0.01%
1,359
343
$260K 0.01%
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344
$257K 0.01%
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345
$256K 0.01%
+704
346
$255K 0.01%
3,375
347
$250K 0.01%
3,102
-354
348
$248K 0.01%
2,230
349
$246K 0.01%
891
350
$245K 0.01%
610
12 13
14
15 16