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
$2.32B
AUM Growth
+$161M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
400
New
Increased
Reduced
Closed

Top Buys

1
+$5.89M
2
+$4.1M
3
+$3.2M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$2.39M
5
CVX icon
Chevron
CVX
+$2.31M

Top Sells

1
+$3.64M
2
+$2.91M
3
+$2.86M
4
DIS icon
Walt Disney
DIS
+$2.29M
5
PFE icon
Pfizer
PFE
+$1.92M

Sector Composition

1 Technology 15.21%
2 Healthcare 9.89%
3 Consumer Staples 8.69%
4 Industrials 7.56%
5 Consumer Discretionary 7.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$14.1M 0.61%
87,043
+191
52
$13.5M 0.58%
92,537
-7,768
53
$13.3M 0.57%
94,990
-4,698
54
$12.4M 0.53%
98,850
-492
55
$12.3M 0.53%
71,105
-775
56
$11.5M 0.49%
43,103
+2,833
57
$10.8M 0.46%
20,372
+3,410
58
$10.1M 0.43%
158,075
+3,286
59
$9.74M 0.42%
871,000
-57,468
60
$9.53M 0.41%
186,038
-37,512
61
$9.19M 0.4%
50,861
+394
62
$9.03M 0.39%
45,304
+1,351
63
$8.9M 0.38%
17,354
+129
64
$8.85M 0.38%
605,370
+280,400
65
$8.64M 0.37%
111,235
-2,505
66
$8.59M 0.37%
44,846
+2,112
67
$8.54M 0.37%
41,244
-896
68
$8.43M 0.36%
41,647
+32
69
$8.38M 0.36%
22,901
+22
70
$8.27M 0.36%
26,772
+98
71
$8.22M 0.35%
55,156
+538
72
$8.18M 0.35%
94,176
-26,402
73
$8.13M 0.35%
104,626
+279
74
$8.05M 0.35%
405,382
-12,991
75
$7.59M 0.33%
68,385
+912
1 2
3
4 5