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
$2.9B
AUM Growth
-$51.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
390
New
Increased
Reduced
Closed

Top Buys

1
+$2.46M
2
+$1.85M
3
+$1.79M
4
SCCO icon
Southern Copper
SCCO
+$1.46M
5
ISRG icon
Intuitive Surgical
ISRG
+$947K

Top Sells

1
+$9.84M
2
+$4.57M
3
+$4.29M
4
ELV icon
Elevance Health
ELV
+$3.34M
5
UPS icon
United Parcel Service
UPS
+$3.11M

Sector Composition

1 Technology 19.29%
2 Consumer Staples 8.42%
3 Consumer Discretionary 7.5%
4 Financials 7.27%
5 Industrials 6.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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