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

Top Buys

1
+$32.6M
2
+$4.02M
3
+$2.62M
4
DIS icon
Walt Disney
DIS
+$2.21M
5
MSFT icon
Microsoft
MSFT
+$1.91M

Top Sells

1
+$4.27M
2
+$3.98M
3
+$1.63M
4
BA icon
Boeing
BA
+$1.29M
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
$300K 0.02%
11,628
-501
402
$298K 0.02%
13,207
-65
403
$297K 0.02%
11,950
-400
404
$297K 0.02%
11,409
+600
405
$296K 0.02%
+3,076
406
$291K 0.02%
3,357
+220
407
$289K 0.02%
2,135
408
$289K 0.02%
11,667
-300
409
$284K 0.02%
11,200
+274
410
$283K 0.02%
11,221
+40
411
$282K 0.02%
3,000
412
$282K 0.02%
10,148
-600
413
$279K 0.02%
11,050
414
$279K 0.02%
10,776
+3,112
415
$276K 0.02%
8,756
+1,703
416
$275K 0.02%
7,399
+735
417
$273K 0.02%
13,134
+328
418
$273K 0.02%
7,080
419
$271K 0.02%
+3,400
420
$271K 0.02%
10,634
-475
421
$270K 0.02%
10,503
422
$270K 0.02%
6,676
-1,300
423
$269K 0.02%
3,585
+495
424
$267K 0.02%
10,101
+151
425
$267K 0.02%
+2,900
15 16
17
18 19