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
$1.27B
AUM Growth
+$60.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
555
New
Increased
Reduced
Closed

Top Buys

1
+$8.72M
2
+$3.74M
3
+$2.46M
4
DIS icon
Walt Disney
DIS
+$1.7M
5
CCI icon
Crown Castle
CCI
+$1.65M

Top Sells

1
+$3.39M
2
+$3.03M
3
+$2.58M
4
IEV icon
iShares Europe ETF
IEV
+$2.42M
5
XOM icon
Exxon Mobil
XOM
+$1.95M

Sector Composition

1 Healthcare 11.58%
2 Consumer Staples 10.23%
3 Technology 7.51%
4 Industrials 7.27%
5 Financials 6.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2.14M 0.17%
31,510
+7
152
$2.14M 0.17%
83,906
-384
153
$2.14M 0.17%
50,063
+153
154
$2.13M 0.17%
17,276
-530
155
$2.09M 0.17%
48,940
+2,232
156
$2.08M 0.16%
20,310
-240
157
$2.05M 0.16%
13,666
+424
158
$2.05M 0.16%
19,319
+582
159
$2.04M 0.16%
81,265
+761
160
$2.04M 0.16%
23,228
+198
161
$2.02M 0.16%
84,163
+3,831
162
$2.01M 0.16%
76,400
+1,632
163
$2.01M 0.16%
13,656
-130
164
$2M 0.16%
73,303
-2,321
165
$1.92M 0.15%
19,225
+1,308
166
$1.91M 0.15%
81,445
+4,250
167
$1.86M 0.15%
71,910
-3,428
168
$1.86M 0.15%
72,242
-931
169
$1.86M 0.15%
43,066
+2,650
170
$1.84M 0.15%
39,154
+322
171
$1.81M 0.14%
223,920
-60,120
172
$1.81M 0.14%
65,980
+652
173
$1.8M 0.14%
46,633
+350
174
$1.76M 0.14%
19,340
-2,211
175
$1.73M 0.14%
22,070
-1,944
5 6
7
8 9