KIA

KCM Investment Advisors Portfolio holdings

AUM $2.98B
1-Year Est. Return 16.3%
This Quarter Est. Return
1 Year Est. Return
+16.3%
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
26
$11M 0.81%
131,145
+410
27
$10.9M 0.8%
184,059
+8,281
28
$10.4M 0.77%
78,004
+7,752
29
$10.3M 0.76%
164,917
+8,764
30
$10.3M 0.75%
122,626
-7,280
31
$10.2M 0.75%
91,159
+5,873
32
$10.1M 0.74%
360,448
-8,572
33
$9.86M 0.73%
160,387
+1,950
34
$9.57M 0.7%
133,097
+55,965
35
$9.52M 0.7%
134,719
-2,983
36
$9.42M 0.69%
35,843
+1,166
37
$9.35M 0.69%
239,472
-3,028
38
$9.24M 0.68%
220,903
+13,258
39
$9.13M 0.67%
89,076
+7,230
40
$9.1M 0.67%
110,636
+1,959
41
$9.06M 0.67%
158,632
+10,710
42
$8.99M 0.66%
202,761
+11,373
43
$8.82M 0.65%
83,650
-1,260
44
$8.4M 0.62%
274,996
-310
45
$8.22M 0.6%
550,788
+84,695
46
$8.09M 0.6%
136,626
+9,456
47
$8M 0.59%
270,460
+8,904
48
$7.97M 0.59%
283,305
+17,708
49
$7.96M 0.59%
301,610
+14,250
50
$7.57M 0.56%
149,948
+5,753
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