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
$1.49B
AUM Growth
+$26.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
559
New
Increased
Reduced
Closed

Top Buys

1
+$2.73M
2
+$1.98M
3
+$1.66M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.47M
5
KMB icon
Kimberly-Clark
KMB
+$1.39M

Top Sells

1
+$2.44M
2
+$1.89M
3
+$1.78M
4
VTRS icon
Viatris
VTRS
+$1.37M
5
KFH.CL
KKR Financial Holdings LLC
KFH.CL
+$1.3M

Sector Composition

1 Consumer Staples 9.68%
2 Healthcare 9.57%
3 Communication Services 8.36%
4 Technology 7.88%
5 Industrials 7.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$5.23M 0.35%
126,130
+1,218
77
$5.21M 0.35%
185,078
+4,177
78
$5.2M 0.35%
88,632
-1,300
79
$5.19M 0.35%
58,719
+1,704
80
$5.02M 0.34%
161,190
-14,798
81
$5.01M 0.34%
184,010
-3,917
82
$5.01M 0.34%
129,720
-1,960
83
$4.95M 0.33%
19,797
-181
84
$4.9M 0.33%
236,633
-24,968
85
$4.89M 0.33%
94,567
+1,478
86
$4.8M 0.32%
189,019
+22,383
87
$4.71M 0.32%
64,025
+1,310
88
$4.69M 0.32%
114,092
-1,302
89
$4.67M 0.31%
29,412
-2,263
90
$4.45M 0.3%
173,104
-3,636
91
$4.45M 0.3%
191,240
+28,838
92
$4.43M 0.3%
56,204
-7,464
93
$4.29M 0.29%
25,000
+1,400
94
$4.24M 0.29%
140,342
-1,332
95
$4.18M 0.28%
198,614
+7,019
96
$4.16M 0.28%
35,549
-596
97
$4.12M 0.28%
162,599
-16,450
98
$4.08M 0.27%
59,116
-219
99
$4M 0.27%
159,952
+66,617
100
$3.94M 0.27%
162,790
+31,140
2 3
4
5 6