KIA
KCM Investment Advisors Portfolio holdings
AUM
$2.98B
1-Year Return
16.3%
This Quarter Return
+1.7%
1 Year Return
+16.3%
3 Year Return
+70.08%
5 Year Return
+119.63%
10 Year Return
+251.67%
AUM
$2.9B
AUM Growth
-$51.8M
(-1.8%)
Cap. Flow
-$64.6M
Cap. Flow
% of AUM
-2.23%
Top 10 Holdings %
Top 10 Hldgs %
34.23%
Holding
390
New
17
Increased
113
Reduced
185
Closed
23
Top Buys
| 1 |
Blackrock
BLK
|
$2.48M |
| 2 |
Blackstone
BX
|
$1.83M |
| 3 |
Vertiv
VRT
|
$1.72M |
| 4 |
Southern Copper
SCCO
|
$1.26M |
| 5 |
Intuitive Surgical
ISRG
|
$949K |
Top Sells
| 1 |
Advanced Micro Devices
AMD
|
$8.26M |
| 2 |
Vanguard Information Technology ETF
VGT
|
$4.34M |
| 3 |
UnitedHealth
UNH
|
$4.07M |
| 4 |
United Parcel Service
UPS
|
$2.98M |
| 5 |
Elevance Health
ELV
|
$2.95M |
Sector Composition
| 1 | Technology | 19.29% |
| 2 | Consumer Staples | 8.42% |
| 3 | Consumer Discretionary | 7.5% |
| 4 | Financials | 7.27% |
| 5 | Industrials | 6.45% |
