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
$1.55B
AUM Growth
+$33.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
504
New
Increased
Reduced
Closed

Top Buys

1
+$4.73M
2
+$4.4M
3
+$4.34M
4
VZ icon
Verizon
VZ
+$4.08M
5
KRC icon
Kilroy Realty
KRC
+$4.02M

Top Sells

1
+$6.72M
2
+$6.35M
3
+$5.96M
4
C.PRJ
CITIGROUP INC. Depositary Shares, Each Representing a 1/1,000th Interest in a Share of 7.125% Fixed Rate / Floating Rate Noncumulative Preferred Stock, Series J
C.PRJ
+$5.96M
5
ABBV icon
AbbVie
ABBV
+$5.55M

Sector Composition

1 Technology 11.84%
2 Healthcare 8.74%
3 Industrials 7.65%
4 Consumer Staples 7.56%
5 Consumer Discretionary 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$5.52M 0.36%
40,529
-1,355
77
$5.35M 0.35%
33,657
-2,982
78
$5.33M 0.34%
95,984
+17,723
79
$5.26M 0.34%
29,258
-680
80
$5.19M 0.34%
29,487
-668
81
$4.96M 0.32%
36,607
+4,933
82
$4.77M 0.31%
34,069
+12,672
83
$4.76M 0.31%
73,814
+29,805
84
$4.76M 0.31%
59,043
-68,858
85
$4.66M 0.3%
27,031
+6,273
86
$4.5M 0.29%
36,315
+618
87
$4.5M 0.29%
24,693
+734
88
$4.38M 0.28%
21,793
-259
89
$4.24M 0.27%
56,226
+14,778
90
$4.2M 0.27%
24,333
+13,785
91
$4.02M 0.26%
+52,915
92
$3.99M 0.26%
109,271
-4,247
93
$3.97M 0.26%
49,979
-2,312
94
$3.86M 0.25%
26,576
+11,265
95
$3.85M 0.25%
57,625
-115
96
$3.8M 0.25%
63,916
-110
97
$3.63M 0.24%
24,829
-6,821
98
$3.6M 0.23%
27,716
-1,177
99
$3.58M 0.23%
13,774
-56
100
$3.56M 0.23%
56,650
-5,238
2 3
4
5 6