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
$1.55B
AUM Growth
+$33.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
504
New
Increased
Reduced
Closed

Top Buys

1
+$4.73M
2
+$4.4M
3
+$4.34M
4
VZ icon
Verizon
VZ
+$4.08M
5
KRC icon
Kilroy Realty
KRC
+$4.02M

Top Sells

1
+$6.72M
2
+$6.35M
3
+$5.96M
4
C.PRJ
CITIGROUP INC. Depositary Shares, Each Representing a 1/1,000th Interest in a Share of 7.125% Fixed Rate / Floating Rate Noncumulative Preferred Stock, Series J
C.PRJ
+$5.96M
5
ABBV icon
AbbVie
ABBV
+$5.55M

Sector Composition

1 Technology 11.84%
2 Healthcare 8.74%
3 Industrials 7.65%
4 Consumer Staples 7.56%
5 Consumer Discretionary 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$17.6M 1.14%
112,690
+19,089
27
$17.4M 1.13%
156,860
+5,026
28
$17.1M 1.11%
90,005
+581
29
$17M 1.1%
106,181
+326
30
$16.9M 1.09%
13,075
-242
31
$16.7M 1.08%
222,960
+15,751
32
$16.3M 1.05%
42,667
+3,677
33
$15.4M 1%
192,535
+2,222
34
$15.1M 0.98%
179,225
+230
35
$14.8M 0.96%
146,385
+6,576
36
$14.8M 0.96%
207,892
+90
37
$13.8M 0.89%
233,840
+8,600
38
$13.5M 0.87%
108,901
+1,696
39
$13.3M 0.86%
158,735
+24,995
40
$12.7M 0.82%
192,121
+8,953
41
$12.2M 0.79%
123,045
-121
42
$11.4M 0.74%
32,912
+1,099
43
$10.8M 0.7%
742,420
-31,286
44
$10.2M 0.66%
101,170
-572
45
$10.1M 0.65%
52,922
+625
46
$9.98M 0.65%
134,308
-845
47
$9.71M 0.63%
86,935
-2,417
48
$9.62M 0.62%
50,655
+5,417
49
$9.6M 0.62%
550,788
+252,321
50
$9.47M 0.61%
175,348
-2,565
1
2
3 4 5