KIA
KCM Investment Advisors Portfolio holdings
AUM
$2.98B
1-Year Return
16.3%
This Quarter Return
+7.47%
1 Year Return
+16.3%
3 Year Return
+70.08%
5 Year Return
+119.63%
10 Year Return
+251.67%
AUM
$2.49B
AUM Growth
+$24.1M
(+0.98%)
Cap. Flow
-$138M
Cap. Flow
% of AUM
-5.52%
Top 10 Holdings %
Top 10 Hldgs %
31.59%
Holding
415
New
9
Increased
90
Reduced
226
Closed
38
Top Buys
| 1 |
AutoZone
AZO
|
$3.37M |
| 2 |
Eli Lilly
LLY
|
$3.26M |
| 3 |
The Communication Services Select Sector SPDR Fund
XLC
|
$2.29M |
| 4 |
Health Care Select Sector SPDR Fund
XLV
|
$1.82M |
| 5 |
American Tower
AMT
|
$1.77M |
Top Sells
| 1 |
NVIDIA
NVDA
|
$12.4M |
| 2 |
Apple
AAPL
|
$11M |
| 3 |
Vanguard Information Technology ETF
VGT
|
$10.2M |
| 4 |
Microsoft
MSFT
|
$7.04M |
| 5 |
Wells Fargo
WFC
|
$6.56M |
Sector Composition
| 1 | Technology | 18.26% |
| 2 | Healthcare | 8.35% |
| 3 | Consumer Staples | 8.09% |
| 4 | Consumer Discretionary | 7.71% |
| 5 | Industrials | 6.8% |
