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
$1.49B
AUM Growth
+$26.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
559
New
Increased
Reduced
Closed

Top Buys

1
+$2.73M
2
+$1.98M
3
+$1.66M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.47M
5
KMB icon
Kimberly-Clark
KMB
+$1.39M

Top Sells

1
+$2.44M
2
+$1.89M
3
+$1.78M
4
VTRS icon
Viatris
VTRS
+$1.37M
5
KFH.CL
KKR Financial Holdings LLC
KFH.CL
+$1.3M

Sector Composition

1 Consumer Staples 9.68%
2 Healthcare 9.57%
3 Communication Services 8.36%
4 Technology 7.88%
5 Industrials 7.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.85M 0.26%
23,642
-70
102
$3.81M 0.26%
32,200
-64
103
$3.79M 0.26%
98,524
-18,019
104
$3.78M 0.25%
73,565
+5,559
105
$3.77M 0.25%
149,832
+4,909
106
$3.75M 0.25%
45,418
+2,185
107
$3.73M 0.25%
52,502
-1,349
108
$3.71M 0.25%
248,900
+1,750
109
$3.61M 0.24%
87,818
-55
110
$3.53M 0.24%
114,722
-11,675
111
$3.48M 0.23%
50,522
+651
112
$3.46M 0.23%
81,913
+3,987
113
$3.45M 0.23%
28,202
-2,437
114
$3.43M 0.23%
39,317
+2,829
115
$3.33M 0.22%
66,106
+3,420
116
$3.15M 0.21%
124,475
+2,000
117
$3.12M 0.21%
2,676
+662
118
$3.08M 0.21%
127,450
+1,450
119
$3.06M 0.21%
31,682
+2,768
120
$3.04M 0.2%
40,122
+5,655
121
$3.02M 0.2%
121,508
+4,763
122
$2.96M 0.2%
18,353
+529
123
$2.95M 0.2%
114,744
+521
124
$2.95M 0.2%
31,803
-40
125
$2.89M 0.19%
117,728
-1,823
3 4
5
6 7