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
$1.8B
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
346
New
Increased
Reduced
Closed

Top Buys

1
+$4.67M
2
+$2.53M
3
+$2.46M
4
MMM icon
3M
MMM
+$2.19M
5
AZN icon
AstraZeneca
AZN
+$1.93M

Top Sells

1
+$21.8M
2
+$17.6M
3
+$14.6M
4
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$12.5M
5
VOX icon
Vanguard Communication Services ETF
VOX
+$11.7M

Sector Composition

1 Technology 17.04%
2 Consumer Discretionary 9.47%
3 Consumer Staples 9.44%
4 Healthcare 9.39%
5 Industrials 6.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$10.1M 0.56%
36,424
-12,434
52
$9.92M 0.55%
95,494
+3,257
53
$9.82M 0.54%
106,307
-3,649
54
$9.71M 0.54%
47,572
-41,125
55
$9.06M 0.5%
36,050
+1,519
56
$7.77M 0.43%
330,597
-205,774
57
$7.63M 0.42%
98,830
-745
58
$7.54M 0.42%
145,075
-6,153
59
$7.02M 0.39%
51,816
+11,475
60
$6.81M 0.38%
112,928
-12,867
61
$6.78M 0.38%
20,020
-2,361
62
$6.63M 0.37%
68,304
+328
63
$6.58M 0.36%
167,053
-44,152
64
$6.51M 0.36%
46,945
-3,318
65
$6.48M 0.36%
127,534
-4,951
66
$6.42M 0.36%
44,314
+3,461
67
$6.21M 0.34%
27,477
-29
68
$6.2M 0.34%
76,053
-269
69
$6.08M 0.34%
174,670
-27,705
70
$5.82M 0.32%
61,121
+3,736
71
$5.69M 0.32%
70,144
+6,956
72
$5.61M 0.31%
232,837
-45,681
73
$5.61M 0.31%
26,342
-6,099
74
$5.31M 0.29%
37,152
-8,493
75
$5.31M 0.29%
15,795
-4,062
1 2
3
4 5