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
$1.21B
AUM Growth
-$51.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
577
New
Increased
Reduced
Closed

Top Buys

1
+$3.29M
2
+$3.06M
3
+$2.27M
4
DIS icon
Walt Disney
DIS
+$2.19M
5
GS.PRJ
GOLDMAN SACHS GROUP, INC. 5.50% SER J
GS.PRJ
+$1.84M

Top Sells

1
+$2.83M
2
+$2.8M
3
+$1.83M
4
DD
Du Pont De Nemours E I
DD
+$1.61M
5
IDG.CL
ING GROEP NV PRED CTF 7.3750% PERP HYBRIDD CAP SEC
IDG.CL
+$1.6M

Sector Composition

1 Healthcare 11.22%
2 Consumer Staples 9.85%
3 Technology 7.44%
4 Industrials 6.86%
5 Financials 6.66%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$232K 0.02%
5,000
-1,000
452
$232K 0.02%
9,377
+1,007
453
$231K 0.02%
3,430
-490
454
$229K 0.02%
+3,090
455
$229K 0.02%
6,465
-500
456
$225K 0.02%
10,643
-300
457
$223K 0.02%
3,625
-2,600
458
$222K 0.02%
+3,700
459
$221K 0.02%
2,403
+49
460
$221K 0.02%
2,871
-163
461
$221K 0.02%
6,137
-2,847
462
$220K 0.02%
3,703
463
$219K 0.02%
5,010
464
$218K 0.02%
+3,840
465
$218K 0.02%
8,791
+8
466
$218K 0.02%
+9,467
467
$217K 0.02%
3,767
+41
468
$217K 0.02%
12,600
-3,900
469
$216K 0.02%
2,318
470
$215K 0.02%
4,168
471
$215K 0.02%
+1,170
472
$213K 0.02%
6,866
+313
473
$212K 0.02%
+6,181
474
$212K 0.02%
1,732
+120
475
$212K 0.02%
8,588
-513
17 18
19
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