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
$2.07B
AUM Growth
+$271M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
356
New
Increased
Reduced
Closed

Top Buys

1
+$7.97M
2
+$6.34M
3
+$5.27M
4
VHT icon
Vanguard Health Care ETF
VHT
+$4.18M
5
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$3.82M

Top Sells

1
+$2.4M
2
+$2.02M
3
+$1.57M
4
UN
Unilever NV New York Registry Shares
UN
+$1.52M
5
BDX icon
Becton Dickinson
BDX
+$1.19M

Sector Composition

1 Technology 16.83%
2 Consumer Discretionary 8.98%
3 Healthcare 8.92%
4 Consumer Staples 8.7%
5 Industrials 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$22.9M 1.1%
113,497
+1,961
27
$22.6M 1.09%
188,376
+26,255
28
$22.3M 1.07%
463,221
+34,206
29
$21.2M 1.02%
92,405
+6,934
30
$20.3M 0.98%
301,661
+18,601
31
$19.8M 0.95%
180,925
+1,064
32
$19.7M 0.95%
154,655
+3,221
33
$19.5M 0.94%
90,896
-763
34
$19.2M 0.93%
1,257,901
+144,718
35
$19.1M 0.92%
141,425
+5,559
36
$19.1M 0.92%
225,748
-9,585
37
$18.8M 0.9%
95,257
-2,277
38
$17.9M 0.86%
167,418
+11,342
39
$17.8M 0.86%
121,054
+6,544
40
$16.4M 0.79%
43,845
+25
41
$15.9M 0.77%
58,247
+2,156
42
$15.9M 0.77%
57,740
+13,883
43
$15.1M 0.73%
206,613
+28,077
44
$14.9M 0.72%
167,923
+2,695
45
$14.8M 0.71%
66,235
+18,663
46
$13.8M 0.67%
229,608
-2,133
47
$12.8M 0.62%
256,829
-16,831
48
$12.7M 0.61%
432,069
-6,861
49
$12.6M 0.61%
143,980
-4,420
50
$12.3M 0.59%
39,340
+2,916
1
2
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