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
$1.55B
AUM Growth
+$33.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
504
New
Increased
Reduced
Closed

Top Buys

1
+$4.73M
2
+$4.4M
3
+$4.34M
4
VZ icon
Verizon
VZ
+$4.08M
5
KRC icon
Kilroy Realty
KRC
+$4.02M

Top Sells

1
+$6.72M
2
+$6.35M
3
+$5.96M
4
C.PRJ
CITIGROUP INC. Depositary Shares, Each Representing a 1/1,000th Interest in a Share of 7.125% Fixed Rate / Floating Rate Noncumulative Preferred Stock, Series J
C.PRJ
+$5.96M
5
ABBV icon
AbbVie
ABBV
+$5.55M

Sector Composition

1 Technology 11.84%
2 Healthcare 8.74%
3 Industrials 7.65%
4 Consumer Staples 7.56%
5 Consumer Discretionary 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$8.74M 0.57%
43,573
+10,452
52
$8.68M 0.56%
95,319
+6,441
53
$8.45M 0.55%
75,399
-729
54
$8.34M 0.54%
29,311
+5,825
55
$8.13M 0.53%
100,564
+16,437
56
$8.12M 0.53%
82,718
-751
57
$8.04M 0.52%
291,582
-11,579
58
$8.02M 0.52%
168,044
-9,548
59
$7.58M 0.49%
122,426
-4,000
60
$7.57M 0.49%
64,668
+771
61
$7.47M 0.48%
118,120
-23,990
62
$7.42M 0.48%
108,200
+1,732
63
$7.08M 0.46%
65,783
-3,782
64
$7.07M 0.46%
477,045
+17,925
65
$6.89M 0.45%
211,950
+56,877
66
$6.54M 0.42%
162,176
-3,924
67
$6.49M 0.42%
52,939
+5,603
68
$6.45M 0.42%
4,955
+94
69
$6.42M 0.42%
109,440
-220
70
$6.37M 0.41%
132,220
+6,881
71
$6.23M 0.4%
20,754
+1,767
72
$6.15M 0.4%
259,610
+183,095
73
$5.9M 0.38%
52,792
-2,747
74
$5.87M 0.38%
37,049
-134
75
$5.7M 0.37%
97,907
+47,057
1 2
3
4 5