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
$2.87B
AUM Growth
+$360M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
430
New
Increased
Reduced
Closed

Top Buys

1
+$22.6M
2
+$10.8M
3
+$5.6M
4
AMAT icon
Applied Materials
AMAT
+$2.94M
5
PFE icon
Pfizer
PFE
+$2.72M

Top Sells

1
+$15M
2
+$11.6M
3
+$4.37M
4
D icon
Dominion Energy
D
+$1.27M
5
BEP icon
Brookfield Renewable
BEP
+$1.26M

Sector Composition

1 Technology 17.81%
2 Consumer Discretionary 8.63%
3 Healthcare 8.32%
4 Consumer Staples 7.99%
5 Industrials 7.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
– –
-11,226
427
– –
-5,695
428
– –
-4,675
429
– –
-808
14 15 16 17
18