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
$2.32B
AUM Growth
+$161M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
400
New
Increased
Reduced
Closed

Top Buys

1
+$5.89M
2
+$4.1M
3
+$3.2M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$2.39M
5
CVX icon
Chevron
CVX
+$2.31M

Top Sells

1
+$3.64M
2
+$2.91M
3
+$2.86M
4
DIS icon
Walt Disney
DIS
+$2.29M
5
PFE icon
Pfizer
PFE
+$1.92M

Sector Composition

1 Technology 15.21%
2 Healthcare 9.89%
3 Consumer Staples 8.69%
4 Industrials 7.56%
5 Consumer Discretionary 7.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$3.14M 0.14%
23,804
+1,709
127
$3.1M 0.13%
27,494
+5,152
128
$2.99M 0.13%
14,651
-25
129
$2.98M 0.13%
35,061
+968
130
$2.92M 0.13%
40,839
-1,721
131
$2.9M 0.12%
26,255
+40
132
$2.87M 0.12%
18,293
-428
133
$2.87M 0.12%
5,900
+633
134
$2.86M 0.12%
12,968
-46
135
$2.84M 0.12%
50,071
-23,825
136
$2.79M 0.12%
8,136
+2,912
137
$2.75M 0.12%
8,597
+50
138
$2.73M 0.12%
12,819
-1,591
139
$2.61M 0.11%
25,867
+1,236
140
$2.56M 0.11%
16,846
-961
141
$2.54M 0.11%
27,125
-895
142
$2.52M 0.11%
68,358
+340
143
$2.41M 0.1%
11,378
-341
144
$2.37M 0.1%
30,747
+166
145
$2.33M 0.1%
56,325
+386
146
$2.3M 0.1%
40,818
+225
147
$2.25M 0.1%
24,157
+1,696
148
$2.24M 0.1%
27,410
-2,572
149
$2.23M 0.1%
120,883
-4,987
150
$2.14M 0.09%
43,766
+11
4 5
6
7 8