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
$2.47B
AUM Growth
+$215M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
398
New
Increased
Reduced
Closed

Top Buys

1
+$9.91M
2
+$4.09M
3
+$2.07M
4
TT icon
Trane Technologies
TT
+$2.07M
5
TGT icon
Target
TGT
+$2.06M

Top Sells

1
+$6.34M
2
+$2.96M
3
+$1.54M
4
AZN icon
AstraZeneca
AZN
+$1.09M
5
FXI icon
iShares China Large-Cap ETF
FXI
+$1.04M

Sector Composition

1 Technology 16.31%
2 Consumer Discretionary 8.67%
3 Healthcare 8.5%
4 Industrials 7.67%
5 Consumer Staples 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$244K 0.01%
17,270
352
$243K 0.01%
3,110
353
$241K 0.01%
1,715
-201
354
$240K 0.01%
2,090
-15
355
$239K 0.01%
2,974
-100
356
$238K 0.01%
+4,107
357
$238K 0.01%
+12,044
358
$236K 0.01%
+9,064
359
$234K 0.01%
7,758
360
$232K 0.01%
6,955
-500
361
$229K 0.01%
+5,107
362
$229K 0.01%
808
363
$226K 0.01%
1,966
364
$224K 0.01%
1,651
-875
365
$222K 0.01%
+3,825
366
$214K 0.01%
+8,868
367
$213K 0.01%
+1,116
368
$211K 0.01%
+3,480
369
$210K 0.01%
2,563
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370
$209K 0.01%
+1,389
371
$209K 0.01%
3,976
-2,402
372
$208K 0.01%
+500
373
$208K 0.01%
+1,839
374
$207K 0.01%
+3,803
375
$205K 0.01%
+435
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