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
$2.07B
AUM Growth
+$271M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
356
New
Increased
Reduced
Closed

Top Buys

1
+$7.97M
2
+$6.34M
3
+$5.27M
4
VHT icon
Vanguard Health Care ETF
VHT
+$4.18M
5
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$3.82M

Top Sells

1
+$2.4M
2
+$2.02M
3
+$1.57M
4
UN
Unilever NV New York Registry Shares
UN
+$1.52M
5
BDX icon
Becton Dickinson
BDX
+$1.19M

Sector Composition

1 Technology 16.83%
2 Consumer Discretionary 8.98%
3 Healthcare 8.92%
4 Consumer Staples 8.7%
5 Industrials 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.43M 0.12%
27,496
+3,524
127
$2.39M 0.12%
9,444
+3,706
128
$2.32M 0.11%
42,317
+1,890
129
$2.3M 0.11%
8,423
-1,494
130
$2.29M 0.11%
16,699
-321
131
$2.27M 0.11%
11,144
+375
132
$2.26M 0.11%
50,491
+565
133
$2.23M 0.11%
102,170
+18,800
134
$2.22M 0.11%
53,793
-5,720
135
$2.21M 0.11%
16,633
+1,105
136
$2.19M 0.11%
167,560
+47,840
137
$2.16M 0.1%
40,745
+15,497
138
$2.14M 0.1%
74,910
139
$2.1M 0.1%
8,705
+43
140
$2.06M 0.1%
8,418
+1,155
141
$2.05M 0.1%
14,528
-190
142
$2.04M 0.1%
+200,971
143
$2.03M 0.1%
17,105
+193
144
$1.95M 0.09%
89,652
-1,004
145
$1.94M 0.09%
2,686
+222
146
$1.93M 0.09%
7,904
-4,876
147
$1.88M 0.09%
253,775
-41,500
148
$1.87M 0.09%
40,605
+95
149
$1.86M 0.09%
4,322
+734
150
$1.84M 0.09%
28,444
+822
4 5
6
7 8