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
$2.32B
AUM Growth
+$161M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
400
New
Increased
Reduced
Closed

Top Buys

1
+$5.89M
2
+$4.1M
3
+$3.2M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$2.39M
5
CVX icon
Chevron
CVX
+$2.31M

Top Sells

1
+$3.64M
2
+$2.91M
3
+$2.86M
4
DIS icon
Walt Disney
DIS
+$2.29M
5
PFE icon
Pfizer
PFE
+$1.92M

Sector Composition

1 Technology 15.21%
2 Healthcare 9.89%
3 Consumer Staples 8.69%
4 Industrials 7.56%
5 Consumer Discretionary 7.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$5.06M 0.22%
20,389
+86
102
$5.04M 0.22%
77,897
+2,164
103
$4.66M 0.2%
24,862
-974
104
$4.66M 0.2%
13,903
-241
105
$4.51M 0.19%
21,055
-222
106
$4.51M 0.19%
20,441
+1,185
107
$4.5M 0.19%
29,331
+2,659
108
$4.43M 0.19%
33,382
-1,581
109
$4.4M 0.19%
59,277
+3,309
110
$4.39M 0.19%
38,900
+24
111
$4.1M 0.18%
104,034
-2,970
112
$3.95M 0.17%
70,630
+3,830
113
$3.79M 0.16%
254,064
+57
114
$3.59M 0.15%
56,453
+121
115
$3.58M 0.15%
43,190
-150
116
$3.53M 0.15%
19,823
-2,650
117
$3.5M 0.15%
107,768
-11,041
118
$3.5M 0.15%
79,626
+894
119
$3.38M 0.15%
10,032
+238
120
$3.31M 0.14%
39,704
+67
121
$3.25M 0.14%
26,385
-125
122
$3.23M 0.14%
24,592
-1,225
123
$3.2M 0.14%
33,877
-16
124
$3.18M 0.14%
13,730
+1,010
125
$3.18M 0.14%
41,110
3 4
5
6 7