KIA

KCM Investment Advisors Portfolio holdings

AUM $3.12B
1-Year Est. Return 19.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.36%
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
+$30.2M
2
+$3.63M
3
+$2.53M
4
DIS icon
Walt Disney
DIS
+$2.15M
5
MSFT icon
Microsoft
MSFT
+$1.81M

Top Sells

1
+$4.27M
2
+$3.98M
3
+$1.63M
4
BA icon
Boeing
BA
+$1.26M
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
$357K 0.03%
6,877
+996
377
$357K 0.03%
20,969
-3,046
378
$353K 0.03%
6,056
+45
379
$353K 0.03%
4,245
-15
380
$350K 0.03%
13,000
381
$347K 0.03%
13,206
382
$346K 0.03%
6,770
+1,761
383
$346K 0.03%
12,200
-300
384
$342K 0.03%
+13,684
385
$338K 0.02%
993
-322
386
$335K 0.02%
5,650
387
$334K 0.02%
13,275
+1,950
388
$333K 0.02%
18,748
-3,815
389
$331K 0.02%
8,057
-425
390
$330K 0.02%
12,603
+1,765
391
$328K 0.02%
12,307
+1,482
392
$327K 0.02%
2,756
393
$323K 0.02%
7,210
+248
394
$321K 0.02%
12,067
+969
395
$317K 0.02%
1,562
+447
396
$315K 0.02%
8,732
-381
397
$314K 0.02%
9,176
-2,919
398
$310K 0.02%
11,750
+3,019
399
$300K 0.02%
11,628
-501
400
$298K 0.02%
13,207
-65
14 15
16
17 18