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
$2.87B
AUM Growth
+$360M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
430
New
Increased
Reduced
Closed

Top Buys

1
+$22.6M
2
+$10.4M
3
+$5.47M
4
PFE icon
Pfizer
PFE
+$3.25M
5
AMAT icon
Applied Materials
AMAT
+$3.19M

Top Sells

1
+$14.6M
2
+$11.3M
3
+$4.65M
4
D icon
Dominion Energy
D
+$1.33M
5
BEP icon
Brookfield Renewable
BEP
+$1.23M

Sector Composition

1 Technology 17.81%
2 Consumer Discretionary 8.63%
3 Healthcare 8.32%
4 Consumer Staples 7.99%
5 Industrials 7.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$353K 0.01%
16,055
+4,705
327
$352K 0.01%
1,815
328
$351K 0.01%
2,571
-427
329
$348K 0.01%
3,145
-15
330
$347K 0.01%
5,915
-180
331
$345K 0.01%
9,151
+280
332
$336K 0.01%
2,546
-18
333
$332K 0.01%
7,920
334
$331K 0.01%
5,843
+1,586
335
$330K 0.01%
1,329
+90
336
$325K 0.01%
2,074
337
$319K 0.01%
18,000
338
$318K 0.01%
6,226
-36
339
$317K 0.01%
13,900
-2,000
340
$316K 0.01%
+1,730
341
$312K 0.01%
3,656
-120
342
$312K 0.01%
+10,000
343
$301K 0.01%
9,400
-1,532
344
$299K 0.01%
+2,887
345
$296K 0.01%
1,137
346
$294K 0.01%
10,140
347
$289K 0.01%
3,994
-36
348
$288K 0.01%
2,473
349
$283K 0.01%
7,855
350
$283K 0.01%
1,335
-50
12 13
14
15 16