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
$2.87B
AUM Growth
+$360M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
430
New
Increased
Reduced
Closed

Top Buys

1
+$22.6M
2
+$10.4M
3
+$5.47M
4
PFE icon
Pfizer
PFE
+$3.25M
5
AMAT icon
Applied Materials
AMAT
+$3.19M

Top Sells

1
+$14.6M
2
+$11.3M
3
+$4.65M
4
D icon
Dominion Energy
D
+$1.33M
5
BEP icon
Brookfield Renewable
BEP
+$1.23M

Sector Composition

1 Technology 17.81%
2 Consumer Discretionary 8.63%
3 Healthcare 8.32%
4 Consumer Staples 7.99%
5 Industrials 7.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$9.37M 0.33%
147,895
+3,974
77
$9.34M 0.33%
47,463
+2,508
78
$9.19M 0.32%
17,747
-815
79
$8.97M 0.31%
51,646
+2,375
80
$8.49M 0.3%
93,745
+4,612
81
$8.35M 0.29%
45,643
+757
82
$8.23M 0.29%
16,384
+287
83
$7.99M 0.28%
18,584
+1,915
84
$7.94M 0.28%
39,738
+4,999
85
$7.77M 0.27%
90,996
-1,493
86
$7.67M 0.27%
50,291
-757
87
$7.63M 0.27%
25,522
-786
88
$7.56M 0.26%
15,848
+260
89
$7.52M 0.26%
11,272
+707
90
$7.39M 0.26%
131,613
+4,294
91
$7.01M 0.24%
57,195
+2,773
92
$6.81M 0.24%
24,670
-209
93
$6.74M 0.23%
14,278
+325
94
$6.35M 0.22%
54,766
-206
95
$6.24M 0.22%
93,471
+2,340
96
$6.23M 0.22%
48,128
+8,013
97
$6.17M 0.21%
17,822
+2,308
98
$5.92M 0.21%
48,037
+2,598
99
$5.85M 0.2%
198,930
+1,800
100
$5.79M 0.2%
10,220
+135
2 3
4
5 6