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KIA

KCM Investment Advisors Portfolio holdings

AUM $3.01B
1-Year Est. Return 21.98%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.98%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.36B
AUM Growth
+$93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
549
New
Increased
Reduced
Closed

Top Buys

1
+$30.2M
2
+$3.63M
3
+$2.53M
4
DIS icon
Walt Disney
DIS
+$2.15M
5
MSFT icon
Microsoft
MSFT
+$1.81M

Top Sells

1
+$4.27M
2
+$3.98M
3
+$1.63M
4
BA icon
Boeing
BA
+$1.26M
5
MHFI
MCGRAW-HILL FINANCIAL INC COM
MHFI
+$1.14M

Sector Composition

1 Healthcare 10.8%
2 Consumer Staples 10.4%
3 Communication Services 8.26%
4 Technology 7.37%
5 Industrials 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
– –
-13,774
502
– –
-2,609
503
– –
-46,910
504
– –
-11,600
505
– –
-25,550
506
– –
-11,535
507
– –
-32,071
508
– –
-14,318
509
– –
-83,600
510
$0 ﹤0.01%
30,600
511
– –
-11,834
512
– –
-29,974
513
– –
-10,635
514
– –
-160,320
17 18 19 20
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