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
$2.87B
AUM Growth
+$360M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
430
New
Increased
Reduced
Closed

Top Buys

1
+$22.6M
2
+$10.4M
3
+$5.47M
4
PFE icon
Pfizer
PFE
+$3.25M
5
AMAT icon
Applied Materials
AMAT
+$3.19M

Top Sells

1
+$14.6M
2
+$11.3M
3
+$4.65M
4
D icon
Dominion Energy
D
+$1.33M
5
BEP icon
Brookfield Renewable
BEP
+$1.23M

Sector Composition

1 Technology 17.81%
2 Consumer Discretionary 8.63%
3 Healthcare 8.32%
4 Consumer Staples 7.99%
5 Industrials 7.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$17.7M 0.62%
246,886
-2,564
52
$16.6M 0.58%
41,713
+161
53
$16.2M 0.56%
273,688
+54,972
54
$15.5M 0.54%
76,332
+658
55
$13.6M 0.47%
806,731
-867,096
56
$12.9M 0.45%
82,255
+20,300
57
$12.7M 0.44%
98,705
+74
58
$12.4M 0.43%
60,217
+6,410
59
$12.3M 0.43%
238,272
+96
60
$11.8M 0.41%
212,443
+34,634
61
$11.5M 0.4%
49,638
+4,796
62
$11.1M 0.39%
92,454
+5,453
63
$11.1M 0.39%
166,642
+1,050
64
$11M 0.38%
81,342
+6,530
65
$10.9M 0.38%
26,411
-381
66
$10.8M 0.38%
30,600
+1,827
67
$10.7M 0.37%
345,564
+336,503
68
$10.6M 0.37%
102,338
+3,349
69
$10.5M 0.36%
40,498
+3,515
70
$10.5M 0.36%
74,540
-1,594
71
$10.4M 0.36%
41,061
+52
72
$10M 0.35%
39,849
+1,866
73
$9.91M 0.35%
36,727
+1,804
74
$9.81M 0.34%
147,130
-568
75
$9.78M 0.34%
143,220
+353
1 2
3
4 5