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
$1.27B
AUM Growth
+$60.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
555
New
Increased
Reduced
Closed

Top Buys

1
+$8.72M
2
+$3.74M
3
+$2.46M
4
DIS icon
Walt Disney
DIS
+$1.7M
5
CCI icon
Crown Castle
CCI
+$1.65M

Top Sells

1
+$3.39M
2
+$3.03M
3
+$2.58M
4
IEV icon
iShares Europe ETF
IEV
+$2.42M
5
XOM icon
Exxon Mobil
XOM
+$1.95M

Sector Composition

1 Healthcare 11.58%
2 Consumer Staples 10.23%
3 Technology 7.51%
4 Industrials 7.27%
5 Financials 6.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$345K 0.03%
6,664
377
$340K 0.03%
5,471
-41
378
$337K 0.03%
3,900
+810
379
$334K 0.03%
6,100
-163
380
$331K 0.03%
9,950
381
$329K 0.03%
2,756
-15
382
$324K 0.03%
8,482
-290
383
$324K 0.03%
4,615
384
$321K 0.03%
12,657
+736
385
$316K 0.03%
9,113
+718
386
$316K 0.03%
10,584
+1,150
387
$315K 0.02%
7,876
388
$311K 0.02%
7,976
-290
389
$310K 0.02%
5,910
-316
390
$310K 0.02%
12,129
-288
391
$307K 0.02%
6,011
-375
392
$307K 0.02%
12,350
-400
393
$305K 0.02%
13,272
+553
394
$300K 0.02%
+6,962
395
$299K 0.02%
11,834
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396
$298K 0.02%
11,098
+42
397
$298K 0.02%
11,480
-1,050
398
$297K 0.02%
+11,325
399
$297K 0.02%
10,748
+59
400
$296K 0.02%
1,584
-8
14 15
16
17 18