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
26
$9.9M 0.78%
158,437
+2,327
27
$9.76M 0.77%
85,286
+6,837
28
$9.46M 0.75%
128,644
-7,612
29
$9.42M 0.74%
242,500
+6,238
30
$9.38M 0.74%
175,778
+5,460
31
$9.32M 0.74%
207,645
-3,519
32
$9.29M 0.73%
70,252
+2,680
33
$9.27M 0.73%
185,380
+1,917
34
$9.17M 0.72%
137,702
+2,711
35
$9.09M 0.72%
156,153
+2,277
36
$8.81M 0.7%
34,677
+174
37
$8.76M 0.69%
147,922
-1,336
38
$8.4M 0.66%
127,170
+4,969
39
$8.2M 0.65%
191,388
+7,442
40
$8.18M 0.65%
81,846
-969
41
$8.17M 0.65%
84,910
-199
42
$8.13M 0.64%
265,597
-1,548
43
$7.89M 0.62%
108,677
+2,244
44
$7.77M 0.61%
116,704
-1,914
45
$7.77M 0.61%
275,306
+10,740
46
$7.71M 0.61%
165,175
-55,184
47
$7.55M 0.6%
287,360
+17,549
48
$7.42M 0.59%
36,416
-1,869
49
$7.27M 0.57%
144,195
-7,243
50
$6.97M 0.55%
466,093
+9,287
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