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
$1.21B
AUM Growth
-$51.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
577
New
Increased
Reduced
Closed

Top Buys

1
+$3.29M
2
+$3.06M
3
+$2.27M
4
DIS icon
Walt Disney
DIS
+$2.19M
5
GS.PRJ
GOLDMAN SACHS GROUP, INC. 5.50% SER J
GS.PRJ
+$1.84M

Top Sells

1
+$2.83M
2
+$2.8M
3
+$1.83M
4
DD
Du Pont De Nemours E I
DD
+$1.61M
5
IDG.CL
ING GROEP NV PRED CTF 7.3750% PERP HYBRIDD CAP SEC
IDG.CL
+$1.6M

Sector Composition

1 Healthcare 11.22%
2 Consumer Staples 9.85%
3 Technology 7.44%
4 Industrials 6.86%
5 Financials 6.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$295K 0.02%
11,726
-200
402
$294K 0.02%
4,380
-337
403
$293K 0.02%
11,205
-1,056
404
$290K 0.02%
2,771
-100
405
$290K 0.02%
11,600
+300
406
$288K 0.02%
8,772
-8,292
407
$287K 0.02%
5,050
-63
408
$287K 0.02%
4,615
-2,999
409
$286K 0.02%
5,769
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410
$286K 0.02%
11,056
-457
411
$286K 0.02%
2,360
-160
412
$285K 0.02%
11,787
+7
413
$283K 0.02%
10,689
+3,000
414
$283K 0.02%
10,976
-421
415
$282K 0.02%
11,003
416
$279K 0.02%
+8,862
417
$278K 0.02%
2,957
-195
418
$275K 0.02%
10,700
-800
419
$273K 0.02%
10,909
-650
420
$272K 0.02%
1,592
+512
421
$270K 0.02%
+3,207
422
$269K 0.02%
1,299
-86
423
$265K 0.02%
4,865
-700
424
$264K 0.02%
10,600
-200
425
$262K 0.02%
10,008
+95
15 16
17
18 19