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
$2.07B
AUM Growth
+$271M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
356
New
Increased
Reduced
Closed

Top Buys

1
+$7.97M
2
+$6.34M
3
+$5.27M
4
VHT icon
Vanguard Health Care ETF
VHT
+$4.18M
5
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$3.82M

Top Sells

1
+$2.4M
2
+$2.02M
3
+$1.57M
4
UN
Unilever NV New York Registry Shares
UN
+$1.52M
5
BDX icon
Becton Dickinson
BDX
+$1.19M

Sector Composition

1 Technology 16.83%
2 Consumer Discretionary 8.98%
3 Healthcare 8.92%
4 Consumer Staples 8.7%
5 Industrials 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$4.17M 0.2%
24,715
+3,186
102
$4.13M 0.2%
12,570
+1,288
103
$3.81M 0.18%
44,906
+13,184
104
$3.58M 0.17%
167,355
-15,039
105
$3.55M 0.17%
56,580
+74
106
$3.52M 0.17%
231,882
+48
107
$3.44M 0.17%
16,083
-4,015
108
$3.39M 0.16%
14,489
-588
109
$3.31M 0.16%
76,810
+9,125
110
$3.25M 0.16%
15,707
+82
111
$3.15M 0.15%
34,223
-717
112
$3.13M 0.15%
62,656
+298
113
$3.03M 0.15%
11,695
+323
114
$2.95M 0.14%
45,170
-1,750
115
$2.94M 0.14%
16,785
-515
116
$2.92M 0.14%
9,083
+227
117
$2.82M 0.14%
20,063
+134
118
$2.73M 0.13%
7,842
+39
119
$2.69M 0.13%
42,192
+9,850
120
$2.59M 0.12%
40,038
-2,742
121
$2.58M 0.12%
17,345
+183
122
$2.56M 0.12%
42,362
+24,500
123
$2.46M 0.12%
9,156
+341
124
$2.45M 0.12%
35,698
-238
125
$2.43M 0.12%
10,833
+284
3 4
5
6 7