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
$1.55B
AUM Growth
+$33.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
504
New
Increased
Reduced
Closed

Top Buys

1
+$4.73M
2
+$4.4M
3
+$4.34M
4
VZ icon
Verizon
VZ
+$4.08M
5
KRC icon
Kilroy Realty
KRC
+$4.02M

Top Sells

1
+$6.72M
2
+$6.35M
3
+$5.96M
4
C.PRJ
CITIGROUP INC. Depositary Shares, Each Representing a 1/1,000th Interest in a Share of 7.125% Fixed Rate / Floating Rate Noncumulative Preferred Stock, Series J
C.PRJ
+$5.96M
5
ABBV icon
AbbVie
ABBV
+$5.55M

Sector Composition

1 Technology 11.84%
2 Healthcare 8.74%
3 Industrials 7.65%
4 Consumer Staples 7.56%
5 Consumer Discretionary 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
– –
-56,223
377
– –
-25,649
378
– –
-65,189
379
– –
-18,741
380
– –
-15,275
381
– –
-2,512
382
– –
-57,644
383
– –
-8,931
384
– –
-140,112
385
– –
-18,275
386
– –
-10,019
387
– –
-10,000
388
– –
-51,470
389
– –
-21,701
390
– –
-83,556
391
– –
-44,875
392
– –
-40,947
393
– –
-16,460
394
– –
-65,425
395
– –
-45,874
396
– –
-59,544
397
– –
-51,573
398
– –
-57,199
399
– –
-93,577
400
– –
-21,700
14 15
16
17 18