KIA

KCM Investment Advisors Portfolio holdings

AUM $2.98B
1-Year Est. Return 16.3%
This Quarter Est. Return
1 Year Est. Return
+16.3%
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
+$32.6M
2
+$4.02M
3
+$2.62M
4
DIS icon
Walt Disney
DIS
+$2.21M
5
MSFT icon
Microsoft
MSFT
+$1.91M

Top Sells

1
+$4.27M
2
+$3.98M
3
+$1.63M
4
BA icon
Boeing
BA
+$1.29M
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
51
$7.17M 0.53%
113,166
-3,538
52
$7.12M 0.52%
34,644
-1,772
53
$7M 0.52%
85,738
+2,336
54
$7M 0.51%
256,024
+28,605
55
$6.51M 0.48%
82,313
+8,413
56
$6.49M 0.48%
62,566
+6,709
57
$6.46M 0.48%
108,245
+3,875
58
$6.45M 0.47%
101,798
+7,853
59
$6.41M 0.47%
64,469
+2,213
60
$6.39M 0.47%
94,270
+7,224
61
$6.36M 0.47%
84,763
-330
62
$6.35M 0.47%
47,631
+2,287
63
$6.25M 0.46%
155,312
-9,863
64
$6.06M 0.45%
214,164
-4,400
65
$6.01M 0.44%
78,718
+1,116
66
$5.83M 0.43%
85,180
-4,764
67
$5.8M 0.43%
208,300
+43,661
68
$5.69M 0.42%
122,672
+4,715
69
$5.58M 0.41%
92,961
-1,039
70
$5.57M 0.41%
38,471
-1,873
71
$5.42M 0.4%
50,779
-2,515
72
$5.39M 0.4%
141,340
+39,660
73
$5.38M 0.4%
193,931
+12,932
74
$5.36M 0.39%
50,951
+580
75
$5.33M 0.39%
207,431
+450
1 2
3
4 5