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
451
$233K 0.02%
+2,996
452
$232K 0.02%
9,293
-84
453
$231K 0.02%
10,308
-335
454
$229K 0.02%
8,081
455
$228K 0.02%
5,010
456
$228K 0.02%
3,430
457
$228K 0.02%
+8,731
458
$228K 0.02%
+5,650
459
$227K 0.02%
2,318
460
$227K 0.02%
4,775
-225
461
$227K 0.02%
9,683
+1,095
462
$226K 0.02%
+2,543
463
$225K 0.02%
1,155
-15
464
$224K 0.02%
7,053
+187
465
$222K 0.02%
3,125
-500
466
$219K 0.02%
+4,088
467
$219K 0.02%
+3,325
468
$219K 0.02%
3,317
469
$214K 0.02%
8,926
+438
470
$211K 0.02%
+1,115
471
$210K 0.02%
+2,609
472
$206K 0.02%
+7,740
473
$202K 0.02%
+2,000
474
$202K 0.02%
3,743
+40
475
$200K 0.02%
+1,855
17 18
19
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