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
$2.87B
AUM Growth
+$360M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
430
New
Increased
Reduced
Closed

Top Buys

1
+$22.6M
2
+$10.4M
3
+$5.47M
4
PFE icon
Pfizer
PFE
+$3.25M
5
AMAT icon
Applied Materials
AMAT
+$3.19M

Top Sells

1
+$14.6M
2
+$11.3M
3
+$4.65M
4
D icon
Dominion Energy
D
+$1.33M
5
BEP icon
Brookfield Renewable
BEP
+$1.23M

Sector Composition

1 Technology 17.81%
2 Consumer Discretionary 8.63%
3 Healthcare 8.32%
4 Consumer Staples 7.99%
5 Industrials 7.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$282K 0.01%
+5,474
352
$280K 0.01%
+2,423
353
$278K 0.01%
+1,016
354
$277K 0.01%
3,485
355
$277K 0.01%
2,420
+18
356
$274K 0.01%
6,939
357
$274K 0.01%
+11,235
358
$273K 0.01%
1,101
359
$273K 0.01%
3,553
360
$273K 0.01%
1,471
361
$272K 0.01%
3,375
362
$270K 0.01%
+3,686
363
$269K 0.01%
3,825
364
$268K 0.01%
3,075
+165
365
$266K 0.01%
1,916
-25
366
$265K 0.01%
3,528
-501
367
$262K 0.01%
1,479
-185
368
$259K 0.01%
+9,005
369
$257K 0.01%
3,720
-704
370
$256K 0.01%
2,090
371
$255K 0.01%
691
372
$254K 0.01%
+2,443
373
$254K 0.01%
835
-560
374
$248K 0.01%
+2,404
375
$245K 0.01%
5,154
+34
13 14
15
16 17