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
$1.49B
AUM Growth
+$26.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
559
New
Increased
Reduced
Closed

Top Buys

1
+$2.73M
2
+$1.98M
3
+$1.66M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.47M
5
KMB icon
Kimberly-Clark
KMB
+$1.39M

Top Sells

1
+$2.44M
2
+$1.89M
3
+$1.78M
4
VTRS icon
Viatris
VTRS
+$1.37M
5
KFH.CL
KKR Financial Holdings LLC
KFH.CL
+$1.3M

Sector Composition

1 Consumer Staples 9.68%
2 Healthcare 9.57%
3 Communication Services 8.36%
4 Technology 7.88%
5 Industrials 7.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$12M 0.81%
89,519
+851
27
$11.9M 0.8%
132,344
-1,318
28
$11.9M 0.8%
838,334
+34,872
29
$11.7M 0.79%
141,145
+7,362
30
$11.5M 0.77%
132,714
+1,187
31
$11.3M 0.76%
96,383
+477
32
$11.1M 0.75%
199,918
+1,228
33
$11.1M 0.75%
36,841
+1,462
34
$11M 0.74%
163,144
+735
35
$10.1M 0.68%
160,963
+1,487
36
$10M 0.67%
139,049
-1,443
37
$9.76M 0.66%
201,782
+2,244
38
$9.46M 0.64%
273,924
-8,468
39
$9.28M 0.62%
301,148
-592
40
$9.26M 0.62%
80,811
-1,007
41
$9.09M 0.61%
282,896
-6,992
42
$9.05M 0.61%
342,342
-9,846
43
$9.04M 0.61%
86,427
+912
44
$8.98M 0.6%
241,274
-3,368
45
$8.71M 0.59%
133,143
-4,658
46
$8.7M 0.59%
393,717
+4,884
47
$8.65M 0.58%
154,031
-331
48
$8.37M 0.56%
115,927
-715
49
$8.23M 0.55%
161,949
-3,473
50
$8.15M 0.55%
291,426
+5,483
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