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
$2.51B
AUM Growth
+$40.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
403
New
Increased
Reduced
Closed

Top Buys

1
+$6.75M
2
+$4.12M
3
+$3.68M
4
CAT icon
Caterpillar
CAT
+$2.56M
5
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$2.11M

Top Sells

1
+$4.95M
2
+$3.04M
3
+$2.35M
4
PH icon
Parker-Hannifin
PH
+$1.81M
5
MKC icon
McCormick & Company Non-Voting
MKC
+$1.7M

Sector Composition

1 Technology 16.6%
2 Consumer Discretionary 8.53%
3 Healthcare 8.51%
4 Consumer Staples 7.78%
5 Industrials 7.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$246K 0.01%
11,350
+2,482
352
$245K 0.01%
4,257
353
$243K 0.01%
8,871
+1,113
354
$242K 0.01%
3,980
+500
355
$240K 0.01%
1,664
+275
356
$239K 0.01%
2,230
357
$237K 0.01%
2,090
358
$237K 0.01%
1,941
-25
359
$236K 0.01%
3,375
360
$235K 0.01%
4,510
-500
361
$232K 0.01%
1,715
362
$230K 0.01%
610
363
$229K 0.01%
+8,382
364
$227K 0.01%
5,120
+13
365
$226K 0.01%
+4,214
366
$223K 0.01%
3,825
367
$219K 0.01%
+1,101
368
$219K 0.01%
808
369
$218K 0.01%
1,115
-1
370
$217K 0.01%
4,107
371
$217K 0.01%
11,226
-818
372
$216K 0.01%
1,309
-50
373
$215K 0.01%
4,033
+230
374
$214K 0.01%
3,141
-1,169
375
$212K 0.01%
+3,835
13 14
15
16 17