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
$2.87B
AUM Growth
+$360M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
430
New
Increased
Reduced
Closed

Top Buys

1
+$22.6M
2
+$10.4M
3
+$5.47M
4
PFE icon
Pfizer
PFE
+$3.25M
5
AMAT icon
Applied Materials
AMAT
+$3.19M

Top Sells

1
+$14.6M
2
+$11.3M
3
+$4.65M
4
D icon
Dominion Energy
D
+$1.33M
5
BEP icon
Brookfield Renewable
BEP
+$1.23M

Sector Composition

1 Technology 17.81%
2 Consumer Discretionary 8.63%
3 Healthcare 8.32%
4 Consumer Staples 7.99%
5 Industrials 7.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$245K 0.01%
4,510
377
$245K 0.01%
2,170
-60
378
$244K 0.01%
+11,000
379
$241K 0.01%
3,127
+492
380
$240K 0.01%
1,715
381
$238K 0.01%
3,880
-100
382
$237K 0.01%
+2,241
383
$237K 0.01%
16,810
384
$236K 0.01%
4,214
385
$230K 0.01%
+5,544
386
$230K 0.01%
3,835
387
$226K 0.01%
9,712
388
$224K 0.01%
1,115
389
$223K 0.01%
1,383
-97
390
$221K 0.01%
3,317
-2,292
391
$220K 0.01%
+3,005
392
$219K 0.01%
2,557
393
$217K 0.01%
8,158
-224
394
$216K 0.01%
+4,570
395
$216K 0.01%
559
396
$215K 0.01%
+581
397
$215K 0.01%
7,545
398
$214K 0.01%
+876
399
$213K 0.01%
+2,406
400
$212K 0.01%
+558
14 15
16
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