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
$1.49B
AUM Growth
+$26.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
559
New
Increased
Reduced
Closed

Top Buys

1
+$2.73M
2
+$1.98M
3
+$1.66M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.47M
5
KMB icon
Kimberly-Clark
KMB
+$1.39M

Top Sells

1
+$2.44M
2
+$1.89M
3
+$1.78M
4
VTRS icon
Viatris
VTRS
+$1.37M
5
KFH.CL
KKR Financial Holdings LLC
KFH.CL
+$1.3M

Sector Composition

1 Consumer Staples 9.68%
2 Healthcare 9.57%
3 Communication Services 8.36%
4 Technology 7.88%
5 Industrials 7.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.87M 0.19%
111,301
+2,824
127
$2.86M 0.19%
16,574
-221
128
$2.86M 0.19%
21,619
-571
129
$2.84M 0.19%
112,621
+2,606
130
$2.82M 0.19%
15,500
-113
131
$2.82M 0.19%
108,126
-4,625
132
$2.8M 0.19%
108,320
+25,943
133
$2.73M 0.18%
29,646
+13,151
134
$2.73M 0.18%
63,141
+12,110
135
$2.73M 0.18%
+42,825
136
$2.63M 0.18%
102,130
-3,180
137
$2.6M 0.17%
33,276
+3,931
138
$2.59M 0.17%
58,483
-294
139
$2.58M 0.17%
102,035
+32,235
140
$2.57M 0.17%
102,532
-863
141
$2.56M 0.17%
58,351
+3,225
142
$2.54M 0.17%
19,290
-90
143
$2.5M 0.17%
52,761
+3,580
144
$2.48M 0.17%
27,153
-1,036
145
$2.46M 0.17%
17,114
-334
146
$2.45M 0.17%
37,589
-14,683
147
$2.4M 0.16%
20,485
-775
148
$2.37M 0.16%
16,176
+380
149
$2.35M 0.16%
31,318
+1,685
150
$2.35M 0.16%
50,320
+142
4 5
6
7 8