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
$1.8B
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
346
New
Increased
Reduced
Closed

Top Buys

1
+$4.67M
2
+$2.53M
3
+$2.46M
4
MMM icon
3M
MMM
+$2.19M
5
AZN icon
AstraZeneca
AZN
+$1.93M

Top Sells

1
+$21.8M
2
+$17.6M
3
+$14.6M
4
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$12.5M
5
VOX icon
Vanguard Communication Services ETF
VOX
+$11.7M

Sector Composition

1 Technology 17.04%
2 Consumer Discretionary 9.47%
3 Consumer Staples 9.44%
4 Healthcare 9.39%
5 Industrials 6.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$3.26M 0.18%
20,715
+2,133
102
$3.19M 0.18%
21,529
-3,415
103
$3.08M 0.17%
231,834
-8,508
104
$2.98M 0.17%
17,300
105
$2.97M 0.16%
15,077
+592
106
$2.91M 0.16%
21,635
-14,453
107
$2.9M 0.16%
12,780
-695
108
$2.81M 0.16%
32,118
+289
109
$2.75M 0.15%
15,625
-424
110
$2.6M 0.14%
9,917
-3,927
111
$2.57M 0.14%
7,803
+290
112
$2.55M 0.14%
42,780
-635
113
$2.55M 0.14%
10,549
+1,932
114
$2.52M 0.14%
62,481
-19,157
115
$2.51M 0.14%
46,920
-2,397
116
$2.5M 0.14%
31,722
-16,331
117
$2.38M 0.13%
8,856
-353
118
$2.38M 0.13%
17,162
+113
119
$2.37M 0.13%
67,685
+51,755
120
$2.2M 0.12%
11,372
+625
121
$2.2M 0.12%
17,020
+1,033
122
$2.16M 0.12%
19,929
-347
123
$2.08M 0.12%
10,769
+678
124
$2.04M 0.11%
59,513
-12,234
125
$2.03M 0.11%
11,943
-2,835
3 4
5
6 7