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
$1.6B
AUM Growth
+$31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
567
New
Increased
Reduced
Closed

Top Buys

1
+$7.76M
2
+$3.1M
3
+$2.74M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.51M
5
HD icon
Home Depot
HD
+$2.42M

Top Sells

1
+$4.5M
2
+$3.16M
3
+$3.13M
4
DIS icon
Walt Disney
DIS
+$2.19M
5
MHNB.CL
Maiden Holdings North America
MHNB.CL
+$2.04M

Sector Composition

1 Healthcare 9.55%
2 Consumer Staples 8.92%
3 Communication Services 8.07%
4 Technology 7.79%
5 Industrials 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$3.19M 0.2%
40,795
+591
127
$3.08M 0.19%
57,168
+12,561
128
$3.07M 0.19%
26,110
-306
129
$3.05M 0.19%
32,570
+33
130
$2.96M 0.19%
29,454
-2,036
131
$2.95M 0.18%
108,913
-2,369
132
$2.93M 0.18%
20,574
+34
133
$2.92M 0.18%
34,140
-2,193
134
$2.9M 0.18%
112,295
+510
135
$2.86M 0.18%
19,699
-808
136
$2.86M 0.18%
106,801
-1,850
137
$2.85M 0.18%
112,694
-2,284
138
$2.83M 0.18%
37,797
-207
139
$2.82M 0.18%
107,032
+64,359
140
$2.76M 0.17%
111,645
-3,437
141
$2.75M 0.17%
52,920
+21,762
142
$2.74M 0.17%
63,646
+6,730
143
$2.72M 0.17%
14,455
-2,152
144
$2.71M 0.17%
104,257
-1,400
145
$2.68M 0.17%
20,210
-125
146
$2.66M 0.17%
13,455
-74
147
$2.64M 0.17%
104,471
+9,281
148
$2.63M 0.16%
15,273
-208
149
$2.54M 0.16%
101,580
+3,750
150
$2.54M 0.16%
13,237
-414
4 5
6
7 8