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
$1.8B
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
346
New
Increased
Reduced
Closed

Top Buys

1
+$4.67M
2
+$2.53M
3
+$2.46M
4
MMM icon
3M
MMM
+$2.19M
5
AZN icon
AstraZeneca
AZN
+$1.93M

Top Sells

1
+$21.8M
2
+$17.6M
3
+$14.6M
4
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$12.5M
5
VOX icon
Vanguard Communication Services ETF
VOX
+$11.7M

Sector Composition

1 Technology 17.04%
2 Consumer Discretionary 9.47%
3 Consumer Staples 9.44%
4 Healthcare 9.39%
5 Industrials 6.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2M 0.11%
40,427
-8,571
127
$2M 0.11%
23,972
+2,796
128
$1.99M 0.11%
49,926
+1,700
129
$1.96M 0.11%
74,910
-14,890
130
$1.95M 0.11%
8,815
-84
131
$1.95M 0.11%
90,656
-18,945
132
$1.91M 0.11%
32,342
+30
133
$1.89M 0.11%
14,718
+1,001
134
$1.88M 0.1%
8,662
-270
135
$1.87M 0.1%
15,528
+2,020
136
$1.79M 0.1%
11,502
-4,051
137
$1.74M 0.1%
35,936
-1,059
138
$1.71M 0.09%
16,912
+35
139
$1.69M 0.09%
7,263
-1,083
140
$1.62M 0.09%
119,720
-16,200
141
$1.59M 0.09%
295,275
-117,329
142
$1.57M 0.09%
19,926
+15,464
143
$1.52M 0.08%
25,173
+83
144
$1.51M 0.08%
41,330
+1,960
145
$1.5M 0.08%
40,510
-7,790
146
$1.5M 0.08%
32,382
-673
147
$1.47M 0.08%
83,370
+25,869
148
$1.44M 0.08%
27,622
+1,434
149
$1.42M 0.08%
12,213
-3,439
150
$1.42M 0.08%
3,588
+582
4 5
6
7 8