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
451
$240K 0.02%
3,763
-36
452
$240K 0.02%
8,862
+132
453
$238K 0.02%
4,615
454
$238K 0.02%
5,279
-371
455
$236K 0.02%
+2,866
456
$236K 0.02%
9,723
+64
457
$235K 0.02%
9,157
+157
458
$234K 0.02%
3,650
+100
459
$233K 0.02%
1,273
+24
460
$232K 0.02%
+9,150
461
$228K 0.02%
3,329
+4
462
$228K 0.02%
5,461
-6,004
463
$227K 0.02%
+2,149
464
$227K 0.02%
5,440
+450
465
$227K 0.02%
22,006
-73,325
466
$227K 0.02%
5,010
467
$226K 0.02%
10,308
468
$226K 0.02%
3,392
+75
469
$224K 0.02%
8,081
470
$223K 0.02%
+4,047
471
$223K 0.02%
17,169
472
$222K 0.02%
8,973
+47
473
$220K 0.02%
+1,980
474
$217K 0.02%
+8,500
475
$214K 0.02%
+3,420
17 18
19
20 21