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
426
$263K 0.02%
3,037
-700
427
$263K 0.02%
42,875
-500
428
$262K 0.02%
6,436
-1,440
429
$261K 0.02%
9,640
430
$260K 0.02%
10,201
+850
431
$258K 0.02%
8,997
432
$258K 0.02%
9,168
433
$256K 0.02%
8,916
+12
434
$255K 0.02%
5,483
435
$253K 0.02%
1,788
+56
436
$253K 0.02%
2,050
437
$252K 0.02%
+11,224
438
$252K 0.02%
12,628
-911
439
$252K 0.02%
10,551
+1,258
440
$250K 0.02%
10,260
441
$250K 0.02%
+5,294
442
$248K 0.02%
3,296
+300
443
$247K 0.02%
9,983
+300
444
$245K 0.02%
10,000
445
$244K 0.02%
2,471
+153
446
$243K 0.02%
3,406
+281
447
$242K 0.02%
9,400
-1,104
448
$241K 0.02%
9,666
-210
449
$240K 0.02%
3,763
-36
450
$240K 0.02%
8,862
+132
16 17
18
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