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
$2.51B
AUM Growth
+$40.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
403
New
Increased
Reduced
Closed

Top Buys

1
+$6.75M
2
+$4.12M
3
+$3.68M
4
CAT icon
Caterpillar
CAT
+$2.56M
5
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$2.11M

Top Sells

1
+$4.95M
2
+$3.04M
3
+$2.35M
4
PH icon
Parker-Hannifin
PH
+$1.81M
5
MKC icon
McCormick & Company Non-Voting
MKC
+$1.7M

Sector Composition

1 Technology 16.6%
2 Consumer Discretionary 8.53%
3 Healthcare 8.51%
4 Consumer Staples 7.78%
5 Industrials 7.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$312K 0.01%
5,019
+301
327
$308K 0.01%
18,000
328
$305K 0.01%
+1,815
329
$304K 0.01%
418
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$302K 0.01%
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331
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332
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333
$295K 0.01%
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334
$292K 0.01%
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335
$284K 0.01%
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336
$282K 0.01%
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337
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338
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2,910
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339
$278K 0.01%
3,485
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340
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15,900
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341
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4,424
342
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343
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2,402
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$261K 0.01%
1,471
346
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3,553
348
$254K 0.01%
6,939
349
$249K 0.01%
609
+109
350
$247K 0.01%
1,239
-214
12 13
14
15 16