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
426
$258K 0.02%
9,640
427
$258K 0.02%
5,483
+683
428
$258K 0.02%
9,991
-17
429
$257K 0.02%
3,137
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430
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10,260
431
$254K 0.02%
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432
$254K 0.02%
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433
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13,539
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434
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2,621
435
$252K 0.02%
3,090
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436
$251K 0.02%
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437
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438
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5,009
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439
$248K 0.02%
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440
$247K 0.02%
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441
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442
$244K 0.02%
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443
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444
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9,168
445
$239K 0.02%
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446
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16,310
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448
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+1,249
449
$236K 0.02%
7,664
-1,198
450
$235K 0.02%
9,000
+209
16 17
18
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