KIA

KCM Investment Advisors Portfolio holdings

AUM $2.98B
1-Year Est. Return 16.3%
This Quarter Est. Return
1 Year Est. Return
+16.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.36B
AUM Growth
+$93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
549
New
Increased
Reduced
Closed

Top Buys

1
+$32.6M
2
+$4.02M
3
+$2.62M
4
DIS icon
Walt Disney
DIS
+$2.21M
5
MSFT icon
Microsoft
MSFT
+$1.91M

Top Sells

1
+$4.27M
2
+$3.98M
3
+$1.63M
4
BA icon
Boeing
BA
+$1.29M
5
MHFI
MCGRAW-HILL FINANCIAL INC COM
MHFI
+$1.14M

Sector Composition

1 Healthcare 10.8%
2 Consumer Staples 10.4%
3 Communication Services 8.26%
4 Technology 7.37%
5 Industrials 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.73M 0.27%
188,918
+548
102
$3.63M 0.27%
90,265
+5,695
103
$3.59M 0.26%
30,772
-47
104
$3.57M 0.26%
140,536
+8,153
105
$3.53M 0.26%
115,325
+31,162
106
$3.48M 0.26%
31,226
-2,294
107
$3.47M 0.26%
31,743
+5,525
108
$3.46M 0.25%
178,083
-2,566
109
$3.41M 0.25%
52,550
+3,363
110
$3.31M 0.24%
27,272
+364
111
$3.25M 0.24%
120,281
-3,400
112
$3.16M 0.23%
22,262
+653
113
$3.16M 0.23%
249,150
+8,550
114
$3.12M 0.23%
122,488
-11,580
115
$3.08M 0.23%
117,738
-3,940
116
$3.04M 0.22%
189,152
-3,925
117
$3M 0.22%
47,562
+1,034
118
$2.99M 0.22%
116,338
+1,200
119
$2.97M 0.22%
30,290
+7,062
120
$2.97M 0.22%
116,405
+5,600
121
$2.95M 0.22%
32,118
+5,978
122
$2.94M 0.22%
111,589
-9,185
123
$2.86M 0.21%
15,882
+2,226
124
$2.86M 0.21%
106,795
+20,916
125
$2.81M 0.21%
110,875
-4,475
3 4
5
6 7