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KIA

KCM Investment Advisors Portfolio holdings

AUM $3.01B
1-Year Est. Return 21.97%
This Fund
S&P 500
This Quarter Est. Return
-1.85%
1 Year Est. Return
+21.97%
3 Year Est. Return
+71.25%
5 Year Est. Return
+89.24%
10 Year Est. Return
+291.31%
AUM
$2.78B
AUM Growth
-$116M
Cap. Flow
-$25.1M
Cap. Flow %
-0.9%
Top 10 Hldgs %
33.19%
Holding
382
New
15
Increased
97
Reduced
193
Closed
20

Top Buys

Rank Stock Value
1
CSL icon
Carlisle Companies
CSL
+$14.1M
2
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$4.3M
3
VRT icon
Vertiv
VRT
+$3.84M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$3.56M
5
SMH icon
VanEck Semiconductor ETF
SMH
+$3.51M

Top Sells

Rank Stock Value
1
CCI icon
Crown Castle
CCI
+$8.97M
2
EIX icon
Edison International
EIX
+$7.74M
3
AAPL icon
Apple
AAPL
+$5.38M
4
PEP icon
PepsiCo
PEP
+$4.02M
5
UPS icon
United Parcel Service
UPS
+$3.23M

Sector Composition

Rank Sector Weight
1 Technology 17.67%
2 Consumer Staples 8.51%
3 Financials 7.49%
4 Consumer Discretionary 7.17%
5 Industrials 7.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PPH icon
326
VanEck Pharmaceutical ETF
PPH
$988M
$266K 0.01%
2,923
– –
MPWR icon
327
Monolithic Power Systems
MPWR
$68.9B
$265K 0.01%
457
– –
SGOL icon
328
abrdn Physical Gold Shares ETF
SGOL
$7.41B
$264K 0.01%
8,850
– –
SCHK icon
329
Schwab 1000 Index ETF
SCHK
$5.94B
$261K 0.01%
9,712
– –
AMD icon
330
Advanced Micro Devices
AMD
$789B
$258K 0.01%
2,516
-70
-3% -$7.78K
OTIS icon
331
Otis Worldwide
OTIS
$28.2B
$257K 0.01%
2,487
-45
-2% -$4.4K
AWK icon
332
American Water Works
AWK
$26.9B
$251K 0.01%
1,701
-359
-17% -$47.3K
AMP icon
333
Ameriprise Financial
AMP
$48.8B
$249K 0.01%
514
– –
AON icon
334
Aon
AON
$76B
$243K 0.01%
609
– –
PHO icon
335
Invesco Water Resources ETF
PHO
$2.09B
$239K 0.01%
3,708
– –
IWD icon
336
iShares Russell 1000 Value ETF
IWD
$83.9B
$236K 0.01%
1,255
– –
HSY icon
337
Hershey
HSY
$36.6B
$228K 0.01%
+1,331
New +$218K
IEV icon
338
iShares Europe ETF
IEV
$1.7B
$225K 0.01%
3,865
– –
EW icon
339
Edwards Lifesciences
EW
$51.7B
$225K 0.01%
3,101
-999
-24% -$71.5K
CTRA
340
DELISTED
Coterra Energy
CTRA
$223K 0.01%
+7,716
New +$215K
WELL icon
341
Welltower
WELL
$171B
$223K 0.01%
+1,455
New +$207K
IYH icon
342
iShares US Healthcare ETF
IYH
$3.71B
$222K 0.01%
3,650
-185
-5% -$11.3K
XYLD icon
343
Global X S&P 500 Covered Call ETF
XYLD
$3.28B
$218K 0.01%
5,533
– –
COF icon
344
Capital One
COF
$134B
$218K 0.01%
+1,216
New +$230K
FHLC icon
345
Fidelity MSCI Health Care Index ETF
FHLC
$3.37B
$216K 0.01%
3,166
– –
CSGP icon
346
CoStar Group
CSGP
$12.3B
$216K 0.01%
+2,720
New +$207K
PPG icon
347
PPG Industries
PPG
$26.6B
$214K 0.01%
1,960
-50
-2% -$5.76K
TTE icon
348
TotalEnergies
TTE
$190B
$214K 0.01%
+3,304
New +$199K
IXN icon
349
iShares Global Tech ETF
IXN
$9.26B
$211K 0.01%
2,788
– –
DFS
350
DELISTED
Discover Financial Services
DFS
$209K 0.01%
1,223
– –
12 13
14
15 16

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SM
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CFM
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BGDI
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ROTUOC
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PCM
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DIG
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KCM Investment Advisors's Q1 2025 Portfolio in Review

As of Q1 2025, KCM Investment Advisors held 382 positions worth $2.78B, down 4% from $2.9B the previous quarter. Its ten largest holdings account for 33% of the portfolio.

KCM Investment Advisors's Q1 2025 filing shows 15 new, 97 increased, 193 reduced and 20 closed positions. Its largest new stake was Builders FirstSource: 13,815 shares worth $1.73M. The largest sale was Crown Castle, an estimated $8.97M.

By sector, the portfolio is most concentrated in Technology at 18% of assets, down from 19% a quarter earlier, followed by Consumer Staples and Financials.

  • KCM Investment Advisors's largest Q1 2025 buy was Builders FirstSource: 13,815 shares worth $1.73M.
  • KCM Investment Advisors added most to Carlisle Companies in Q1 2025, an estimated $14.1M increase.
  • KCM Investment Advisors's biggest Q1 2025 reduction was Crown Castle, cutting an estimated $8.97M.
  • KCM Investment Advisors fully exited iShares Bitcoin Trust in Q1 2025, selling an estimated $614K.
  • KCM Investment Advisors's ten largest holdings make up 33% of its $2.78B portfolio in Q1 2025.
  • KCM Investment Advisors opened 15 new positions and closed 20 in Q1 2025.
  • KCM Investment Advisors's portfolio value fell 4% quarter-over-quarter to $2.78B.

Based on KCM Investment Advisors's 13F filing for Q1 2025, filed 14 May 2025.