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
$1.36B
AUM Growth
+$93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
549
New
Increased
Reduced
Closed

Top Buys

1
+$30.2M
2
+$3.63M
3
+$2.53M
4
DIS icon
Walt Disney
DIS
+$2.15M
5
MSFT icon
Microsoft
MSFT
+$1.81M

Top Sells

1
+$4.27M
2
+$3.98M
3
+$1.63M
4
BA icon
Boeing
BA
+$1.26M
5
MHFI
MCGRAW-HILL FINANCIAL INC COM
MHFI
+$1.14M

Sector Composition

1 Healthcare 10.8%
2 Consumer Staples 10.4%
3 Communication Services 8.26%
4 Technology 7.37%
5 Industrials 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$297K 0.02%
11,950
-400
402
$297K 0.02%
11,409
+600
403
$296K 0.02%
+3,076
404
$291K 0.02%
3,357
+220
405
$289K 0.02%
2,135
406
$289K 0.02%
11,667
-300
407
$284K 0.02%
11,200
+274
408
$283K 0.02%
11,221
+40
409
$282K 0.02%
3,000
410
$282K 0.02%
10,148
-600
411
$279K 0.02%
11,050
412
$279K 0.02%
10,776
+3,112
413
$276K 0.02%
8,756
+1,703
414
$275K 0.02%
7,399
+735
415
$273K 0.02%
13,134
+328
416
$273K 0.02%
7,080
417
$271K 0.02%
+3,400
418
$271K 0.02%
10,634
-475
419
$270K 0.02%
10,503
420
$270K 0.02%
6,676
-1,300
421
$269K 0.02%
3,585
+495
422
$267K 0.02%
10,101
+151
423
$267K 0.02%
+2,900
424
$265K 0.02%
+10,700
425
$264K 0.02%
10,075
+84
15 16
17
18 19