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
$1.27B
AUM Growth
+$60.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
555
New
Increased
Reduced
Closed

Top Buys

1
+$8.72M
2
+$3.74M
3
+$2.46M
4
DIS icon
Walt Disney
DIS
+$1.7M
5
CCI icon
Crown Castle
CCI
+$1.65M

Top Sells

1
+$3.39M
2
+$3.03M
3
+$2.58M
4
IEV icon
iShares Europe ETF
IEV
+$2.42M
5
XOM icon
Exxon Mobil
XOM
+$1.95M

Sector Composition

1 Healthcare 11.58%
2 Consumer Staples 10.23%
3 Technology 7.51%
4 Industrials 7.27%
5 Financials 6.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.69M 0.21%
104,458
+19,403
127
$2.68M 0.21%
108,000
-3,050
128
$2.68M 0.21%
44,476
+1,640
129
$2.65M 0.21%
26,140
+2,760
130
$2.53M 0.2%
98,311
-2,551
131
$2.52M 0.2%
99,120
+1,760
132
$2.49M 0.2%
15,359
-404
133
$2.47M 0.19%
55,012
-3,206
134
$2.4M 0.19%
92,448
-1,809
135
$2.32M 0.18%
72,987
-8,363
136
$2.3M 0.18%
85,879
+5,710
137
$2.3M 0.18%
88,970
-4,254
138
$2.28M 0.18%
32,822
-2,366
139
$2.28M 0.18%
48,731
-2,263
140
$2.27M 0.18%
86,301
+4,506
141
$2.24M 0.18%
86,850
+14,200
142
$2.22M 0.18%
30,557
-1,623
143
$2.21M 0.17%
72,459
-4,100
144
$2.2M 0.17%
32,849
-722
145
$2.19M 0.17%
82,506
+15,410
146
$2.18M 0.17%
40,250
+1,890
147
$2.17M 0.17%
115,792
-15,949
148
$2.15M 0.17%
55,691
-3,227
149
$2.15M 0.17%
15,655
+25
150
$2.14M 0.17%
81,049
-276
4 5
6
7 8