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
$1.36B
AUM Growth
+$93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
549
New
Increased
Reduced
Closed

Top Buys

1
+$32.6M
2
+$4.02M
3
+$2.62M
4
DIS icon
Walt Disney
DIS
+$2.21M
5
MSFT icon
Microsoft
MSFT
+$1.91M

Top Sells

1
+$4.27M
2
+$3.98M
3
+$1.63M
4
BA icon
Boeing
BA
+$1.29M
5
MHFI
MCGRAW-HILL FINANCIAL INC COM
MHFI
+$1.14M

Sector Composition

1 Healthcare 10.8%
2 Consumer Staples 10.4%
3 Communication Services 8.26%
4 Technology 7.37%
5 Industrials 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.8M 0.21%
113,975
+5,975
127
$2.76M 0.2%
105,469
+1,011
128
$2.71M 0.2%
106,250
+19,400
129
$2.62M 0.19%
+21,992
130
$2.56M 0.19%
100,695
+1,575
131
$2.5M 0.18%
98,736
-7,600
132
$2.5M 0.18%
97,986
-325
133
$2.49M 0.18%
50,120
+1,180
134
$2.49M 0.18%
46,986
+2,510
135
$2.47M 0.18%
34,729
+1,880
136
$2.47M 0.18%
32,290
+780
137
$2.45M 0.18%
31,150
+593
138
$2.43M 0.18%
17,464
-1,868
139
$2.42M 0.18%
16,315
+2,649
140
$2.37M 0.17%
90,923
-1,525
141
$2.35M 0.17%
20,520
+210
142
$2.35M 0.17%
34,007
+9,491
143
$2.32M 0.17%
44,906
-3,825
144
$2.28M 0.17%
15,234
-125
145
$2.28M 0.17%
56,883
+1,871
146
$2.26M 0.17%
49,653
-6,038
147
$2.23M 0.16%
87,220
-1,750
148
$2.22M 0.16%
85,384
-917
149
$2.21M 0.16%
71,659
-800
150
$2.2M 0.16%
82,506
4 5
6
7 8