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
$2.9B
AUM Growth
-$51.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
390
New
Increased
Reduced
Closed

Top Buys

1
+$2.48M
2
+$1.83M
3
+$1.72M
4
SCCO icon
Southern Copper
SCCO
+$1.26M
5
ISRG icon
Intuitive Surgical
ISRG
+$949K

Top Sells

1
+$8.26M
2
+$4.34M
3
+$4.07M
4
UPS icon
United Parcel Service
UPS
+$2.98M
5
ELV icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$213K 0.01%
+993
352
$212K 0.01%
+1,223
353
$211K 0.01%
+1,086
354
$209K 0.01%
1,150
-800
355
$209K 0.01%
+609
356
$208K 0.01%
+1,952
357
$207K 0.01%
3,166
-16,798
358
$205K 0.01%
+2,280
359
$201K 0.01%
3,865
360
$177K 0.01%
47,608
-232,392
361
$159K 0.01%
+10,288
362
$156K 0.01%
16,554
-2,056
363
$138K ﹤0.01%
17,270
364
$64.2K ﹤0.01%
+25,677
365
$56.8K ﹤0.01%
10,067
366
$46.9K ﹤0.01%
10,000
367
$42K ﹤0.01%
14,576
368
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-2,052
369
– –
-837
370
– –
-6,466
371
– –
-2,720
372
– –
-2,335
373
– –
-1,722
374
– –
-21,548
375
– –
-5,692
12 13 14
15
16