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
$1.49B
AUM Growth
+$26.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
559
New
Increased
Reduced
Closed

Top Buys

1
+$2.73M
2
+$1.98M
3
+$1.66M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.47M
5
KMB icon
Kimberly-Clark
KMB
+$1.39M

Top Sells

1
+$2.44M
2
+$1.89M
3
+$1.78M
4
VTRS icon
Viatris
VTRS
+$1.37M
5
KFH.CL
KKR Financial Holdings LLC
KFH.CL
+$1.3M

Sector Composition

1 Consumer Staples 9.68%
2 Healthcare 9.57%
3 Communication Services 8.36%
4 Technology 7.88%
5 Industrials 7.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2.25M 0.15%
89,824
-1,960
152
$2.24M 0.15%
87,951
+13,050
153
$2.23M 0.15%
97,640
+2,925
154
$2.23M 0.15%
21,485
+406
155
$2.21M 0.15%
87,879
-1,607
156
$2.2M 0.15%
21,923
+1,490
157
$2.16M 0.15%
67,444
-2,462
158
$2.16M 0.15%
87,075
-350
159
$2.15M 0.14%
79,288
+26,300
160
$2.12M 0.14%
18,070
-180
161
$2.12M 0.14%
16,398
+2
162
$2.11M 0.14%
97,349
-4,961
163
$2.07M 0.14%
30,279
-946
164
$2.06M 0.14%
13,261
-1,026
165
$2.06M 0.14%
83,598
+132
166
$2.05M 0.14%
80,726
-2,362
167
$2.04M 0.14%
25,850
-200
168
$2.02M 0.14%
80,450
+29,650
169
$2.02M 0.14%
77,535
+4,355
170
$2.01M 0.14%
78,190
-233
171
$1.97M 0.13%
62,763
+7,590
172
$1.95M 0.13%
19,680
-281
173
$1.95M 0.13%
75,678
+1,911
174
$1.94M 0.13%
17,588
-662
175
$1.93M 0.13%
74,837
-1,095
5 6
7
8 9