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
$1.36B
AUM Growth
+$93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
549
New
Increased
Reduced
Closed

Top Buys

1
+$32.6M
2
+$4.02M
3
+$2.62M
4
DIS icon
Walt Disney
DIS
+$2.21M
5
MSFT icon
Microsoft
MSFT
+$1.91M

Top Sells

1
+$4.27M
2
+$3.98M
3
+$1.63M
4
BA icon
Boeing
BA
+$1.29M
5
MHFI
MCGRAW-HILL FINANCIAL INC COM
MHFI
+$1.14M

Sector Composition

1 Healthcare 10.8%
2 Consumer Staples 10.4%
3 Communication Services 8.26%
4 Technology 7.37%
5 Industrials 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2.15M 0.16%
45,555
-1,078
152
$2.13M 0.16%
52,592
+2,529
153
$2.13M 0.16%
79,771
-1,278
154
$2.12M 0.16%
77,334
+23,234
155
$2.07M 0.15%
15,771
+116
156
$2.04M 0.15%
19,688
+463
157
$1.98M 0.15%
26,784
+8,697
158
$1.98M 0.15%
76,000
-400
159
$1.97M 0.15%
38,782
+501
160
$1.97M 0.14%
69,670
-3,633
161
$1.96M 0.14%
74,664
-9,242
162
$1.95M 0.14%
77,071
-31,980
163
$1.94M 0.14%
107,492
-8,300
164
$1.94M 0.14%
31,602
-1,220
165
$1.9M 0.14%
74,761
-6,504
166
$1.89M 0.14%
18,749
-570
167
$1.89M 0.14%
17,738
+462
168
$1.86M 0.14%
34,240
+1,620
169
$1.86M 0.14%
78,859
-2,586
170
$1.84M 0.14%
23,191
+1,121
171
$1.84M 0.14%
70,113
-2,129
172
$1.82M 0.13%
65,784
-196
173
$1.8M 0.13%
24,827
+5,365
174
$1.78M 0.13%
71,334
-1,653
175
$1.78M 0.13%
19,525
+185
5 6
7
8 9