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
$1.55B
AUM Growth
+$33.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
504
New
Increased
Reduced
Closed

Top Buys

1
+$4.73M
2
+$4.4M
3
+$4.34M
4
VZ icon
Verizon
VZ
+$4.08M
5
KRC icon
Kilroy Realty
KRC
+$4.02M

Top Sells

1
+$6.72M
2
+$6.35M
3
+$5.96M
4
C.PRJ
CITIGROUP INC. Depositary Shares, Each Representing a 1/1,000th Interest in a Share of 7.125% Fixed Rate / Floating Rate Noncumulative Preferred Stock, Series J
C.PRJ
+$5.96M
5
ABBV icon
AbbVie
ABBV
+$5.55M

Sector Composition

1 Technology 11.84%
2 Healthcare 8.74%
3 Industrials 7.65%
4 Consumer Staples 7.56%
5 Consumer Discretionary 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.45M 0.22%
8,079
+7,256
102
$3.44M 0.22%
31,431
-9,255
103
$3.29M 0.21%
13,515
-242
104
$3.26M 0.21%
725,600
-55,160
105
$3.15M 0.2%
39,881
-1,693
106
$3.12M 0.2%
34,950
+8,148
107
$3.09M 0.2%
36,078
-32
108
$3.08M 0.2%
22,461
-879
109
$3.06M 0.2%
52,532
-1,132
110
$3.06M 0.2%
10,654
-73
111
$2.99M 0.19%
21,071
-38
112
$2.93M 0.19%
11,858
+1,464
113
$2.92M 0.19%
17,276
+126
114
$2.85M 0.18%
49,619
-2,724
115
$2.76M 0.18%
16,486
+2,166
116
$2.69M 0.17%
33,170
-801
117
$2.68M 0.17%
62,037
-1,944
118
$2.68M 0.17%
49,819
-2,997
119
$2.61M 0.17%
16,248
120
$2.54M 0.16%
38,316
+6,628
121
$2.42M 0.16%
213,012
+54
122
$2.39M 0.15%
11,587
-890
123
$2.3M 0.15%
42,267
-8,692
124
$2.29M 0.15%
17,443
-145
125
$2.28M 0.15%
18,253
-2,210
3 4
5
6 7