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
$2.07B
AUM Growth
+$271M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
356
New
Increased
Reduced
Closed

Top Buys

1
+$7.97M
2
+$6.34M
3
+$5.27M
4
VHT icon
Vanguard Health Care ETF
VHT
+$4.18M
5
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$3.82M

Top Sells

1
+$2.4M
2
+$2.02M
3
+$1.57M
4
UN
Unilever NV New York Registry Shares
UN
+$1.52M
5
BDX icon
Becton Dickinson
BDX
+$1.19M

Sector Composition

1 Technology 16.83%
2 Consumer Discretionary 8.98%
3 Healthcare 8.92%
4 Consumer Staples 8.7%
5 Industrials 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$11.5M 0.56%
7,599
+541
52
$11.2M 0.54%
95,464
-30
53
$10.7M 0.52%
62,860
+18,546
54
$10.4M 0.5%
98,258
-8,049
55
$9.78M 0.47%
323,932
-6,665
56
$9.62M 0.46%
66,290
+54,911
57
$8.74M 0.42%
39,291
+3,241
58
$8.68M 0.42%
101,552
+2,722
59
$8.39M 0.4%
35,670
-1,482
60
$8.31M 0.4%
19,781
-239
61
$8.12M 0.39%
267,923
+35,086
62
$7.98M 0.38%
106,272
+24,016
63
$7.98M 0.38%
127,014
-520
64
$7.94M 0.38%
138,330
-6,745
65
$7.88M 0.38%
52,033
+217
66
$7.78M 0.38%
211,315
+36,645
67
$7.54M 0.36%
75,047
+13,926
68
$7.25M 0.35%
66,494
-3,650
69
$7.09M 0.34%
19,963
-6,749
70
$7.07M 0.34%
47,669
+724
71
$6.97M 0.34%
26,681
-796
72
$6.78M 0.33%
70,896
+2,592
73
$6.74M 0.33%
108,685
-4,243
74
$6.58M 0.32%
43,226
+9,425
75
$6.37M 0.31%
142,270
-24,783
1 2
3
4 5