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
$2.32B
AUM Growth
+$161M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
400
New
Increased
Reduced
Closed

Top Buys

1
+$5.89M
2
+$4.1M
3
+$3.2M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$2.39M
5
CVX icon
Chevron
CVX
+$2.31M

Top Sells

1
+$3.64M
2
+$2.91M
3
+$2.86M
4
DIS icon
Walt Disney
DIS
+$2.29M
5
PFE icon
Pfizer
PFE
+$1.92M

Sector Composition

1 Technology 15.21%
2 Healthcare 9.89%
3 Consumer Staples 8.69%
4 Industrials 7.56%
5 Consumer Discretionary 7.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$24.4M 1.05%
276,272
-6,203
27
$24.1M 1.04%
91,738
+482
28
$23.7M 1.02%
95,388
+5,587
29
$23.4M 1.01%
174,828
-727
30
$23.1M 0.99%
197,196
-7,679
31
$22.7M 0.98%
86,242
-2,104
32
$22.4M 0.96%
654,681
+51,602
33
$21.5M 0.92%
218,715
+7,564
34
$20.6M 0.89%
17,364
-372
35
$18.6M 0.8%
169,372
+221
36
$18.4M 0.79%
223,753
-44,251
37
$18.4M 0.79%
109,358
+2,311
38
$18.3M 0.79%
553,765
-2,688
39
$18.2M 0.78%
461,158
-72,476
40
$17.9M 0.77%
131,660
-5,266
41
$17.7M 0.76%
80,815
+9,092
42
$17.7M 0.76%
176,214
-16,691
43
$16.9M 0.73%
169,970
+373
44
$16.6M 0.71%
53,716
-1,047
45
$16.1M 0.69%
42,193
+1,401
46
$15.3M 0.66%
83,980
+1,796
47
$15.2M 0.66%
240,314
-4,150
48
$15.1M 0.65%
124,002
-2,007
49
$15.1M 0.65%
170,055
+2,909
50
$14.4M 0.62%
60,091
-1,241
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