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
$1.6B
AUM Growth
+$31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
567
New
Increased
Reduced
Closed

Top Buys

1
+$7.76M
2
+$3.1M
3
+$2.74M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.51M
5
HD icon
Home Depot
HD
+$2.42M

Top Sells

1
+$4.5M
2
+$3.16M
3
+$3.13M
4
DIS icon
Walt Disney
DIS
+$2.19M
5
MHNB.CL
Maiden Holdings North America
MHNB.CL
+$2.04M

Sector Composition

1 Healthcare 9.55%
2 Consumer Staples 8.92%
3 Communication Services 8.07%
4 Technology 7.79%
5 Industrials 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$13.8M 0.86%
103,685
+3,044
27
$13.6M 0.85%
403,214
-5,014
28
$13.5M 0.84%
891,998
+9,491
29
$12.7M 0.8%
162,724
+14,798
30
$12.7M 0.8%
141,652
+30,564
31
$12.6M 0.79%
141,667
-142
32
$12M 0.75%
160,963
-1,173
33
$12M 0.75%
131,121
-2,205
34
$11.7M 0.73%
147,119
+19,476
35
$11.4M 0.71%
156,838
-3,023
36
$11.3M 0.71%
210,611
+1,760
37
$11.1M 0.7%
451,754
+125,489
38
$11.1M 0.7%
35,061
-293
39
$11.1M 0.7%
141,865
+6,431
40
$10.8M 0.68%
278,037
+4,229
41
$10.5M 0.66%
178,169
+7,302
42
$10.3M 0.65%
211,815
-3,657
43
$9.97M 0.63%
123,558
-4,801
44
$9.95M 0.62%
134,265
+2,144
45
$9.68M 0.61%
83,798
-1,764
46
$9.42M 0.59%
85,207
+3,281
47
$9.15M 0.57%
287,229
-9,544
48
$9.09M 0.57%
133,490
+15,797
49
$8.93M 0.56%
146,026
-3,965
50
$8.7M 0.55%
335,753
-2,966
1
2
3 4 5