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
$1.55B
AUM Growth
+$33.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
504
New
Increased
Reduced
Closed

Top Buys

1
+$4.73M
2
+$4.4M
3
+$4.34M
4
VZ icon
Verizon
VZ
+$4.08M
5
KRC icon
Kilroy Realty
KRC
+$4.02M

Top Sells

1
+$6.72M
2
+$6.35M
3
+$5.96M
4
C.PRJ
CITIGROUP INC. Depositary Shares, Each Representing a 1/1,000th Interest in a Share of 7.125% Fixed Rate / Floating Rate Noncumulative Preferred Stock, Series J
C.PRJ
+$5.96M
5
ABBV icon
AbbVie
ABBV
+$5.55M

Sector Composition

1 Technology 11.84%
2 Healthcare 8.74%
3 Industrials 7.65%
4 Consumer Staples 7.56%
5 Consumer Discretionary 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
– –
-15,125
352
– –
-23,125
353
– –
-110,320
354
– –
-96,156
355
– –
-9,045
356
– –
-227,497
357
– –
-10,000
358
– –
-27,337
359
– –
-13,900
360
– –
-74,300
361
– –
-22,782
362
– –
-16,848
363
– –
-251,386
364
– –
-12,646
365
– –
-8,257
366
– –
-12,997
367
– –
-11,228
368
– –
-20,984
369
– –
-49,780
370
– –
-41,490
371
– –
-17,685
372
– –
-51,875
373
– –
-36,065
374
– –
-22,604
375
– –
-41,511
13 14
15
16 17