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
$1.36B
AUM Growth
+$93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
549
New
Increased
Reduced
Closed

Top Buys

1
+$32.6M
2
+$4.02M
3
+$2.62M
4
DIS icon
Walt Disney
DIS
+$2.21M
5
MSFT icon
Microsoft
MSFT
+$1.91M

Top Sells

1
+$4.27M
2
+$3.98M
3
+$1.63M
4
BA icon
Boeing
BA
+$1.29M
5
MHFI
MCGRAW-HILL FINANCIAL INC COM
MHFI
+$1.14M

Sector Composition

1 Healthcare 10.8%
2 Consumer Staples 10.4%
3 Communication Services 8.26%
4 Technology 7.37%
5 Industrials 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$360K 0.03%
9,875
+1,371
377
$360K 0.03%
+14,300
378
$357K 0.03%
20,969
-3,046
379
$357K 0.03%
6,877
+996
380
$353K 0.03%
6,056
+45
381
$353K 0.03%
4,245
-15
382
$350K 0.03%
13,000
383
$347K 0.03%
13,206
384
$346K 0.03%
6,770
+1,761
385
$346K 0.03%
12,200
-300
386
$342K 0.03%
+13,684
387
$338K 0.02%
993
-322
388
$335K 0.02%
5,650
389
$334K 0.02%
13,275
+1,950
390
$333K 0.02%
18,748
-3,815
391
$331K 0.02%
8,057
-425
392
$330K 0.02%
12,603
+1,765
393
$328K 0.02%
12,307
+1,482
394
$327K 0.02%
2,756
395
$323K 0.02%
7,210
+248
396
$321K 0.02%
12,067
+969
397
$317K 0.02%
1,562
+447
398
$315K 0.02%
8,732
-381
399
$314K 0.02%
9,176
-2,919
400
$310K 0.02%
11,750
+3,019
14 15
16
17 18