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
$1.27B
AUM Growth
+$60.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
555
New
Increased
Reduced
Closed

Top Buys

1
+$8.72M
2
+$3.74M
3
+$2.46M
4
DIS icon
Walt Disney
DIS
+$1.7M
5
CCI icon
Crown Castle
CCI
+$1.65M

Top Sells

1
+$3.39M
2
+$3.03M
3
+$2.58M
4
IEV icon
iShares Europe ETF
IEV
+$2.42M
5
XOM icon
Exxon Mobil
XOM
+$1.95M

Sector Composition

1 Healthcare 11.58%
2 Consumer Staples 10.23%
3 Technology 7.51%
4 Industrials 7.27%
5 Financials 6.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.8M 0.54%
261,556
-15,115
52
$6.54M 0.52%
85,093
+2,875
53
$6.37M 0.5%
227,419
+7,979
54
$6.27M 0.5%
77,602
+527
55
$6.27M 0.5%
87,046
+2,004
56
$6.27M 0.5%
83,402
-2,154
57
$6.26M 0.49%
104,370
+6,130
58
$6.24M 0.49%
218,564
-255
59
$6.17M 0.49%
366,694
-5,713
60
$6.07M 0.48%
89,944
-5,571
61
$5.81M 0.46%
51,486
+4,098
62
$5.78M 0.46%
73,900
+3,712
63
$5.46M 0.43%
55,857
+6,978
64
$5.46M 0.43%
45,344
+2,789
65
$5.42M 0.43%
93,945
+757
66
$5.38M 0.42%
50,371
+436
67
$5.35M 0.42%
62,256
+2,248
68
$5.31M 0.42%
206,981
-8,386
69
$5.31M 0.42%
40,344
+1,353
70
$5.29M 0.42%
62,776
+925
71
$5.26M 0.42%
53,294
+966
72
$5.13M 0.41%
82,185
+1,408
73
$5.08M 0.4%
194,149
-1,450
74
$5.07M 0.4%
117,957
-2,601
75
$5.03M 0.4%
144,541
-8,417
1 2
3
4 5