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
$1.21B
AUM Growth
-$51.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
577
New
Increased
Reduced
Closed

Top Buys

1
+$3.29M
2
+$3.06M
3
+$2.27M
4
DIS icon
Walt Disney
DIS
+$2.19M
5
GS.PRJ
GOLDMAN SACHS GROUP, INC. 5.50% SER J
GS.PRJ
+$1.84M

Top Sells

1
+$2.83M
2
+$2.8M
3
+$1.83M
4
DD
Du Pont De Nemours E I
DD
+$1.61M
5
IDG.CL
ING GROEP NV PRED CTF 7.3750% PERP HYBRIDD CAP SEC
IDG.CL
+$1.6M

Sector Composition

1 Healthcare 11.22%
2 Consumer Staples 9.85%
3 Technology 7.44%
4 Industrials 6.86%
5 Financials 6.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$358K 0.03%
6,226
+154
377
$354K 0.03%
+13,900
378
$353K 0.03%
13,780
+600
379
$344K 0.03%
5,352
+1,987
380
$343K 0.03%
13,183
+1,000
381
$323K 0.03%
6,386
+283
382
$322K 0.03%
12,530
+120
383
$321K 0.03%
5,512
384
$313K 0.03%
+5,815
385
$311K 0.03%
3,551
+1,142
386
$310K 0.03%
6,263
+16
387
$309K 0.03%
6,664
-270
388
$309K 0.03%
5,745
-3,257
389
$309K 0.03%
12,417
+6
390
$306K 0.03%
7,876
391
$305K 0.03%
12,719
-489
392
$304K 0.03%
7,370
+3,161
393
$303K 0.03%
12,000
-1,600
394
$300K 0.02%
+3,918
395
$300K 0.02%
12,382
-1,041
396
$299K 0.02%
11,921
+636
397
$297K 0.02%
9,434
-659
398
$296K 0.02%
+3,850
399
$296K 0.02%
14,164
-1,236
400
$295K 0.02%
12,750
14 15
16
17 18