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
$1.27B
AUM Growth
+$60.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
555
New
Increased
Reduced
Closed

Top Buys

1
+$8.72M
2
+$3.74M
3
+$2.46M
4
DIS icon
Walt Disney
DIS
+$1.7M
5
CCI icon
Crown Castle
CCI
+$1.65M

Top Sells

1
+$3.39M
2
+$3.03M
3
+$2.58M
4
IEV icon
iShares Europe ETF
IEV
+$2.42M
5
XOM icon
Exxon Mobil
XOM
+$1.95M

Sector Composition

1 Healthcare 11.58%
2 Consumer Staples 10.23%
3 Technology 7.51%
4 Industrials 7.27%
5 Financials 6.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$426K 0.03%
11,560
+1,760
352
$420K 0.03%
16,907
+1,300
353
$412K 0.03%
11,465
+5,000
354
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7,016
+1,664
355
$411K 0.03%
24,015
-2,750
356
$410K 0.03%
3,758
+50
357
$408K 0.03%
7,784
-100
358
$406K 0.03%
9,666
+2,296
359
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3,301
+4
360
$401K 0.03%
3,563
-819
361
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+50,230
362
$396K 0.03%
21,000
363
$389K 0.03%
12,095
-4,278
364
$388K 0.03%
3,737
-84
365
$387K 0.03%
22,563
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366
$383K 0.03%
6,540
367
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14,611
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368
$370K 0.03%
14,800
-300
369
$363K 0.03%
12,500
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370
$360K 0.03%
4,260
-851
371
$357K 0.03%
4,480
-5,386
372
$352K 0.03%
13,206
+23
373
$350K 0.03%
13,000
-900
374
$349K 0.03%
7,200
375
$349K 0.03%
7,013
+297
13 14
15
16 17