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
$1.8B
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
346
New
Increased
Reduced
Closed

Top Buys

1
+$4.67M
2
+$2.53M
3
+$2.46M
4
MMM icon
3M
MMM
+$2.19M
5
AZN icon
AstraZeneca
AZN
+$1.93M

Top Sells

1
+$21.8M
2
+$17.6M
3
+$14.6M
4
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$12.5M
5
VOX icon
Vanguard Communication Services ETF
VOX
+$11.7M

Sector Composition

1 Technology 17.04%
2 Consumer Discretionary 9.47%
3 Consumer Staples 9.44%
4 Healthcare 9.39%
5 Industrials 6.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$20.1M 1.12%
91,659
-1,793
27
$20.1M 1.11%
135,866
+8,101
28
$20M 1.11%
429,015
+38,919
29
$19.9M 1.11%
272,040
+9,820
30
$19.6M 1.09%
179,861
-11,290
31
$18.6M 1.03%
97,534
+2,132
32
$18.1M 1.01%
283,060
+10,311
33
$17.3M 0.96%
55,439
+181
34
$16.9M 0.94%
235,333
-918
35
$16.7M 0.93%
56,091
+1,928
36
$16.5M 0.92%
162,121
-114,798
37
$16.4M 0.91%
1,113,183
+118,992
38
$14.7M 0.81%
43,820
-875
39
$14.6M 0.81%
151,434
-19,119
40
$14.2M 0.79%
273,660
-113,748
41
$13.6M 0.76%
231,741
-2,049
42
$13.4M 0.74%
156,076
-1,889
43
$12.7M 0.71%
165,228
-48,516
44
$12.5M 0.69%
114,510
+2,162
45
$10.9M 0.6%
148,400
+2,860
46
$10.6M 0.59%
438,930
-111,483
47
$10.5M 0.58%
7,058
+182
48
$10.4M 0.58%
178,536
+42,117
49
$10.3M 0.57%
43,857
-53,270
50
$10.2M 0.57%
26,712
-32
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