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
$1.6B
AUM Growth
+$31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
567
New
Increased
Reduced
Closed

Top Buys

1
+$7.76M
2
+$3.1M
3
+$2.74M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.51M
5
HD icon
Home Depot
HD
+$2.42M

Top Sells

1
+$4.5M
2
+$3.16M
3
+$3.13M
4
DIS icon
Walt Disney
DIS
+$2.19M
5
MHNB.CL
Maiden Holdings North America
MHNB.CL
+$2.04M

Sector Composition

1 Healthcare 9.55%
2 Consumer Staples 8.92%
3 Communication Services 8.07%
4 Technology 7.79%
5 Industrials 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$4.21M 0.26%
23,959
-541
102
$4.03M 0.25%
128,778
-9,519
103
$4.03M 0.25%
51,942
-1,781
104
$3.84M 0.24%
38,305
-5,037
105
$3.81M 0.24%
153,052
-16,843
106
$3.77M 0.24%
94,616
-8,501
107
$3.71M 0.23%
25,211
-1,226
108
$3.69M 0.23%
55,596
109
$3.66M 0.23%
22,664
+8,071
110
$3.66M 0.23%
21,593
-1,406
111
$3.65M 0.23%
146,137
-8,438
112
$3.65M 0.23%
120,391
-21,982
113
$3.64M 0.23%
64,644
-2,800
114
$3.57M 0.22%
186,262
-41,397
115
$3.56M 0.22%
134,293
+15,075
116
$3.48M 0.22%
45,215
-2,266
117
$3.46M 0.22%
27,339
-663
118
$3.38M 0.21%
130,816
-434
119
$3.37M 0.21%
16,991
120
$3.32M 0.21%
30,871
-934
121
$3.31M 0.21%
41,096
-7,448
122
$3.3M 0.21%
74,076
-6,274
123
$3.24M 0.2%
17,025
-587
124
$3.24M 0.2%
25,955
+3,265
125
$3.23M 0.2%
126,050
-2,100
3 4
5
6 7