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
$2.9B
AUM Growth
-$51.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
390
New
Increased
Reduced
Closed

Top Buys

1
+$2.48M
2
+$1.83M
3
+$1.72M
4
SCCO icon
Southern Copper
SCCO
+$1.26M
5
ISRG icon
Intuitive Surgical
ISRG
+$949K

Top Sells

1
+$8.26M
2
+$4.34M
3
+$4.07M
4
UPS icon
United Parcel Service
UPS
+$2.98M
5
ELV icon
Elevance Health
ELV
+$2.95M

Sector Composition

1 Technology 19.29%
2 Consumer Staples 8.42%
3 Consumer Discretionary 7.5%
4 Financials 7.27%
5 Industrials 6.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$266K 0.01%
3,515
-450
327
$265K 0.01%
3,859
-22
328
$260K 0.01%
2,651
329
$256K 0.01%
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-567
330
$252K 0.01%
2,923
331
$245K 0.01%
+10,296
332
$244K 0.01%
3,708
333
$240K 0.01%
2,010
-74
334
$240K 0.01%
7,435
+52
335
$236K 0.01%
2,788
336
$235K 0.01%
5,858
-1,041
337
$234K 0.01%
2,532
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338
$232K 0.01%
1,255
-1,141
339
$232K 0.01%
5,533
340
$227K 0.01%
3,284
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341
$227K 0.01%
1,931
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342
$225K 0.01%
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343
$223K 0.01%
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344
$222K 0.01%
+2,892
345
$222K 0.01%
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346
$222K 0.01%
8,850
347
$222K 0.01%
7,873
348
$221K 0.01%
+4,143
349
$219K 0.01%
609
350
$217K 0.01%
6,636
12 13
14
15 16