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
$1.8B
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
346
New
Increased
Reduced
Closed

Top Buys

1
+$4.67M
2
+$2.53M
3
+$2.46M
4
MMM icon
3M
MMM
+$2.19M
5
AZN icon
AstraZeneca
AZN
+$1.93M

Top Sells

1
+$21.8M
2
+$17.6M
3
+$14.6M
4
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$12.5M
5
VOX icon
Vanguard Communication Services ETF
VOX
+$11.7M

Sector Composition

1 Technology 17.04%
2 Consumer Discretionary 9.47%
3 Consumer Staples 9.44%
4 Healthcare 9.39%
5 Industrials 6.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$5.25M 0.29%
39,710
+2,211
77
$5.06M 0.28%
11,452
+267
78
$4.97M 0.28%
136,353
-14,501
79
$4.95M 0.27%
165,325
+12,267
80
$4.9M 0.27%
30,226
-193
81
$4.82M 0.27%
82,256
+9,952
82
$4.51M 0.25%
22,905
+2,931
83
$4.47M 0.25%
70,176
+1,447
84
$4.45M 0.25%
27,509
+5,512
85
$4.37M 0.24%
29,305
+501
86
$4.3M 0.24%
8,775
-170
87
$4.11M 0.23%
114,611
-10,820
88
$4.07M 0.23%
11,282
+109
89
$4.01M 0.22%
50,633
-6,136
90
$3.98M 0.22%
33,801
+15,606
91
$3.86M 0.21%
23,608
+326
92
$3.85M 0.21%
12,351
+161
93
$3.81M 0.21%
23,179
+125
94
$3.81M 0.21%
23,000
-104
95
$3.42M 0.19%
62,358
+35,287
96
$3.41M 0.19%
62,081
+6,150
97
$3.39M 0.19%
34,940
-1,277
98
$3.36M 0.19%
182,394
-71,328
99
$3.35M 0.19%
56,506
-976
100
$3.32M 0.18%
20,098
-10,220
2 3
4
5 6