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
$1.27B
AUM Growth
+$60.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
555
New
Increased
Reduced
Closed

Top Buys

1
+$8.72M
2
+$3.74M
3
+$2.46M
4
DIS icon
Walt Disney
DIS
+$1.7M
5
CCI icon
Crown Castle
CCI
+$1.65M

Top Sells

1
+$3.39M
2
+$3.03M
3
+$2.58M
4
IEV icon
iShares Europe ETF
IEV
+$2.42M
5
XOM icon
Exxon Mobil
XOM
+$1.95M

Sector Composition

1 Healthcare 11.58%
2 Consumer Staples 10.23%
3 Technology 7.51%
4 Industrials 7.27%
5 Financials 6.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$5.03M 0.4%
180,999
+20,279
77
$4.96M 0.39%
193,077
-2,889
78
$4.82M 0.38%
94,000
-39
79
$4.74M 0.37%
368,997
+291,279
80
$4.63M 0.37%
91,739
-3,260
81
$4.57M 0.36%
77,132
+250
82
$4.57M 0.36%
169,691
-2,925
83
$4.55M 0.36%
135,739
-4,571
84
$4.45M 0.35%
121,915
-490
85
$4.45M 0.35%
164,639
+12,030
86
$4.33M 0.34%
56,887
-2,184
87
$4.27M 0.34%
160,320
-5,721
88
$4.23M 0.33%
40,448
-408
89
$4.13M 0.33%
160,078
+11,681
90
$4.08M 0.32%
64,026
-2,303
91
$3.99M 0.32%
139,433
+6,186
92
$3.98M 0.31%
29,974
-768
93
$3.96M 0.31%
101,680
+5,920
94
$3.94M 0.31%
188,370
-9,659
95
$3.85M 0.3%
72,631
+1,373
96
$3.79M 0.3%
49,187
+812
97
$3.76M 0.3%
145,677
+6,216
98
$3.71M 0.29%
33,520
-481
99
$3.7M 0.29%
247,892
-3,653
100
$3.67M 0.29%
93,755
-3,364
2 3
4
5 6