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
426
$265K 0.02%
+10,700
427
$264K 0.02%
10,075
+84
428
$263K 0.02%
3,037
-700
429
$263K 0.02%
42,875
-500
430
$262K 0.02%
6,436
-1,440
431
$261K 0.02%
9,640
432
$260K 0.02%
10,201
+850
433
$258K 0.02%
8,997
434
$258K 0.02%
9,168
435
$256K 0.02%
8,916
+12
436
$255K 0.02%
5,483
437
$253K 0.02%
1,788
+56
438
$253K 0.02%
2,050
439
$252K 0.02%
+11,224
440
$252K 0.02%
12,628
-911
441
$252K 0.02%
10,551
+1,258
442
$250K 0.02%
10,260
443
$250K 0.02%
+5,294
444
$248K 0.02%
3,296
+300
445
$247K 0.02%
9,983
+300
446
$245K 0.02%
10,000
447
$244K 0.02%
2,471
+153
448
$243K 0.02%
3,406
+281
449
$242K 0.02%
9,400
-1,104
450
$241K 0.02%
9,666
-210
16 17
18
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