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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
$1.56B
AUM Growth
+$79.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
579
New
Increased
Reduced
Closed

Sector Composition

1 Consumer Staples 9.62%
2 Healthcare 9.36%
3 Communication Services 8.51%
4 Technology 8.04%
5 Industrials 7.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
526
-42,391
527
-6,096
528
-4,851
529
-56,375
530
-25,418
531
-76,134
532
-13,027
533
-7,540
534
-114,092
535
-49,791
536
-40,418
537
-24,446
538
-14,867
539
-27,944
540
-10,527
541
-6,828
542
$0 ﹤0.01%
30,600
543
-15,952
544
-17,191
545
-30,014
546
-10,597
547
-9,996
548
-87,879
549
-14,002
550
-11,523