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
$2.32B
AUM Growth
+$161M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
400
New
Increased
Reduced
Closed

Top Buys

1
+$5.89M
2
+$4.1M
3
+$3.2M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$2.39M
5
CVX icon
Chevron
CVX
+$2.31M

Top Sells

1
+$3.64M
2
+$2.91M
3
+$2.86M
4
DIS icon
Walt Disney
DIS
+$2.29M
5
PFE icon
Pfizer
PFE
+$1.92M

Sector Composition

1 Technology 15.21%
2 Healthcare 9.89%
3 Consumer Staples 8.69%
4 Industrials 7.56%
5 Consumer Discretionary 7.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$7.41M 0.32%
105,137
+8,181
77
$7.39M 0.32%
16,681
-159
78
$7.29M 0.31%
289,344
+15,492
79
$7.24M 0.31%
59,696
+1,107
80
$6.91M 0.3%
18,316
-295
81
$6.73M 0.29%
85,470
-1,901
82
$6.73M 0.29%
55,826
-852
83
$6.49M 0.28%
24,331
+58
84
$6.26M 0.27%
131,432
-7,344
85
$6.26M 0.27%
11,360
+202
86
$6.16M 0.26%
36,161
+1,396
87
$6.03M 0.26%
73,103
+10,660
88
$5.92M 0.25%
135,655
-7,031
89
$5.89M 0.25%
13,739
-81
90
$5.81M 0.25%
80,753
-2,300
91
$5.74M 0.25%
58,896
-29,849
92
$5.57M 0.24%
90,904
-225
93
$5.55M 0.24%
43,524
-575
94
$5.43M 0.23%
227,928
+3,652
95
$5.4M 0.23%
139,544
-24,344
96
$5.32M 0.23%
16,307
-1,818
97
$5.29M 0.23%
13,765
+148
98
$5.23M 0.23%
198,014
-31,786
99
$5.18M 0.22%
47,003
+3,320
100
$5.16M 0.22%
46,909
-845
2 3
4
5 6