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
-$174M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
385
New
Increased
Reduced
Closed

Top Buys

1
+$3.25M
2
+$2.07M
3
+$2.03M
4
VNQ icon
Vanguard Real Estate ETF
VNQ
+$2.03M
5
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$1.16M

Top Sells

1
+$5.71M
2
+$5.54M
3
+$4.84M
4
AAPL icon
Apple
AAPL
+$4.38M
5
NKE icon
Nike
NKE
+$3.98M

Sector Composition

1 Technology 17.79%
2 Healthcare 8.72%
3 Consumer Staples 8.3%
4 Consumer Discretionary 7.53%
5 Industrials 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$12.3M 0.53%
82,373
-3,196
52
$12.2M 0.52%
105,752
+7,769
53
$11M 0.48%
84,061
-1,556
54
$10.9M 0.47%
219,156
-6,352
55
$10.6M 0.46%
325,983
-49,329
56
$9.77M 0.42%
19,387
+67
57
$9.53M 0.41%
66,008
-661
58
$9.35M 0.4%
73,771
+6,163
59
$9.34M 0.4%
44,916
-587
60
$9.15M 0.39%
144,595
-3,242
61
$8.84M 0.38%
25,224
-1,337
62
$8.64M 0.37%
47,289
+298
63
$8.38M 0.36%
106,635
-1,359
64
$8.32M 0.36%
141,151
+17,820
65
$8.31M 0.36%
18,120
+83
66
$7.92M 0.34%
77,042
-405
67
$7.92M 0.34%
46,726
-931
68
$7.81M 0.34%
103,212
+26,780
69
$7.63M 0.33%
74,151
+1,947
70
$7.58M 0.33%
16,591
-24
71
$7.46M 0.32%
36,633
-2,321
72
$7.43M 0.32%
94,873
-4,766
73
$6.97M 0.3%
22,685
-53
74
$6.82M 0.29%
49,260
-2,108
75
$6.74M 0.29%
285,690
-1,389
1 2
3
4 5