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
$1.49B
AUM Growth
+$26.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
559
New
Increased
Reduced
Closed

Top Buys

1
+$2.73M
2
+$1.98M
3
+$1.66M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.47M
5
KMB icon
Kimberly-Clark
KMB
+$1.39M

Top Sells

1
+$2.44M
2
+$1.89M
3
+$1.78M
4
VTRS icon
Viatris
VTRS
+$1.37M
5
KFH.CL
KKR Financial Holdings LLC
KFH.CL
+$1.3M

Sector Composition

1 Consumer Staples 9.68%
2 Healthcare 9.57%
3 Communication Services 8.36%
4 Technology 7.88%
5 Industrials 7.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$8.1M 0.55%
110,393
-1,774
52
$8.09M 0.54%
210,728
-8,769
53
$7.48M 0.5%
33,463
+160
54
$7.33M 0.49%
82,780
+568
55
$7.32M 0.49%
287,842
-5,850
56
$7.18M 0.48%
85,109
+931
57
$7.17M 0.48%
493,662
+101,418
58
$7.02M 0.47%
258,767
+8,984
59
$7.01M 0.47%
176,960
+4,540
60
$6.92M 0.47%
85,034
+4,454
61
$6.87M 0.46%
96,492
+6,203
62
$6.86M 0.46%
123,471
+701
63
$6.61M 0.45%
242,293
+31,002
64
$6.46M 0.44%
128,897
-13,174
65
$6.45M 0.43%
93,555
+928
66
$6.45M 0.43%
67,487
-1,367
67
$6.42M 0.43%
44,617
-3,571
68
$6.28M 0.42%
101,629
+203
69
$6.23M 0.42%
87,522
+3,966
70
$5.9M 0.4%
53,149
+808
71
$5.71M 0.38%
224,982
+21,707
72
$5.71M 0.38%
91,734
+9,836
73
$5.54M 0.37%
48,280
-478
74
$5.43M 0.37%
110,154
+7,080
75
$5.28M 0.36%
177,601
-20,393
1 2
3
4 5