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
$1.6B
AUM Growth
+$31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
567
New
Increased
Reduced
Closed

Top Buys

1
+$7.76M
2
+$3.1M
3
+$2.74M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.51M
5
HD icon
Home Depot
HD
+$2.42M

Top Sells

1
+$4.5M
2
+$3.16M
3
+$3.13M
4
DIS icon
Walt Disney
DIS
+$2.19M
5
MHNB.CL
Maiden Holdings North America
MHNB.CL
+$2.04M

Sector Composition

1 Healthcare 9.55%
2 Consumer Staples 8.92%
3 Communication Services 8.07%
4 Technology 7.79%
5 Industrials 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$8.61M 0.54%
185,180
-1,980
52
$8.56M 0.54%
218,488
-18,088
53
$8.29M 0.52%
277,388
-8,034
54
$8.24M 0.52%
102,055
-4,065
55
$7.93M 0.5%
326,967
-26,391
56
$7.9M 0.5%
32,688
-470
57
$7.87M 0.49%
134,979
+6,935
58
$7.68M 0.48%
83,246
+165
59
$7.63M 0.48%
507,786
+3,219
60
$7.58M 0.47%
265,818
-6,404
61
$7.47M 0.47%
258,494
-3,835
62
$7.28M 0.46%
81,988
+2,674
63
$7.26M 0.46%
250,433
-400
64
$7.1M 0.45%
49,642
+1,663
65
$6.96M 0.44%
278,342
-2,950
66
$6.95M 0.44%
261,423
+11,665
67
$6.94M 0.44%
49,326
+363
68
$6.94M 0.43%
126,268
+2,767
69
$6.9M 0.43%
90,869
+2,981
70
$6.84M 0.43%
68,300
+16,431
71
$6.49M 0.41%
69,957
+1,356
72
$6.4M 0.4%
61,956
+1,491
73
$5.9M 0.37%
46,172
-3,093
74
$5.87M 0.37%
183,620
+3,358
75
$5.62M 0.35%
123,620
-3,940
1 2
3
4 5