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
$1.55B
AUM Growth
+$33.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
504
New
Increased
Reduced
Closed

Top Buys

1
+$4.73M
2
+$4.4M
3
+$4.34M
4
VZ icon
Verizon
VZ
+$4.08M
5
KRC icon
Kilroy Realty
KRC
+$4.02M

Top Sells

1
+$6.72M
2
+$6.35M
3
+$5.96M
4
C.PRJ
CITIGROUP INC. Depositary Shares, Each Representing a 1/1,000th Interest in a Share of 7.125% Fixed Rate / Floating Rate Noncumulative Preferred Stock, Series J
C.PRJ
+$5.96M
5
ABBV icon
AbbVie
ABBV
+$5.55M

Sector Composition

1 Technology 11.84%
2 Healthcare 8.74%
3 Industrials 7.65%
4 Consumer Staples 7.56%
5 Consumer Discretionary 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.24M 0.14%
53,031
+5,171
127
$2.11M 0.14%
36,876
+925
128
$2.08M 0.13%
13,638
+101
129
$2.05M 0.13%
40,000
-4,445
130
$1.99M 0.13%
18,243
+836
131
$1.99M 0.13%
42,561
+2,014
132
$1.9M 0.12%
40,544
133
$1.88M 0.12%
8,910
+90
134
$1.78M 0.12%
16,466
-1,287
135
$1.73M 0.11%
13,796
-4,973
136
$1.73M 0.11%
12,787
-1,295
137
$1.69M 0.11%
33,792
+3,281
138
$1.68M 0.11%
6,313
-30
139
$1.65M 0.11%
43,640
-4,335
140
$1.65M 0.11%
89,355
-576
141
$1.63M 0.11%
30,151
-4,305
142
$1.62M 0.11%
+12,530
143
$1.61M 0.1%
37,548
+9,187
144
$1.6M 0.1%
23,378
+610
145
$1.55M 0.1%
12,237
-125
146
$1.52M 0.1%
9,521
-693
147
$1.49M 0.1%
5,164
-125
148
$1.46M 0.09%
71,910
-470
149
$1.43M 0.09%
5,531
+60
150
$1.4M 0.09%
23,666
+52
4 5
6
7 8