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
$1.27B
AUM Growth
+$60.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
555
New
Increased
Reduced
Closed

Top Buys

1
+$8.72M
2
+$3.74M
3
+$2.46M
4
DIS icon
Walt Disney
DIS
+$1.7M
5
CCI icon
Crown Castle
CCI
+$1.65M

Top Sells

1
+$3.39M
2
+$3.03M
3
+$2.58M
4
IEV icon
iShares Europe ETF
IEV
+$2.42M
5
XOM icon
Exxon Mobil
XOM
+$1.95M

Sector Composition

1 Healthcare 11.58%
2 Consumer Staples 10.23%
3 Technology 7.51%
4 Industrials 7.27%
5 Financials 6.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$295K 0.02%
5,650
-1,935
402
$291K 0.02%
+5,881
403
$286K 0.02%
1,297
-2
404
$286K 0.02%
10,809
+109
405
$283K 0.02%
8,504
+2,323
406
$283K 0.02%
11,181
+764
407
$283K 0.02%
11,109
+200
408
$282K 0.02%
10,838
-138
409
$281K 0.02%
3,000
-1,179
410
$280K 0.02%
4,080
-300
411
$278K 0.02%
10,825
-10,206
412
$276K 0.02%
2,135
-225
413
$274K 0.02%
11,050
414
$273K 0.02%
+3,550
415
$273K 0.02%
10,504
-96
416
$272K 0.02%
2,050
-80
417
$271K 0.02%
11,967
+2,500
418
$270K 0.02%
43,375
-895
419
$269K 0.02%
10,926
-1,456
420
$269K 0.02%
10,635
+805
421
$266K 0.02%
7,080
422
$265K 0.02%
12,806
423
$264K 0.02%
10,503
-500
424
$259K 0.02%
8,997
-200
425
$258K 0.02%
4,990
-779
15 16
17
18 19