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
$1.55B
AUM Growth
+$33.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
504
New
Increased
Reduced
Closed

Top Buys

1
+$4.73M
2
+$4.4M
3
+$4.34M
4
VZ icon
Verizon
VZ
+$4.08M
5
KRC icon
Kilroy Realty
KRC
+$4.02M

Top Sells

1
+$6.72M
2
+$6.35M
3
+$5.96M
4
C.PRJ
CITIGROUP INC. Depositary Shares, Each Representing a 1/1,000th Interest in a Share of 7.125% Fixed Rate / Floating Rate Noncumulative Preferred Stock, Series J
C.PRJ
+$5.96M
5
ABBV icon
AbbVie
ABBV
+$5.55M

Sector Composition

1 Technology 11.84%
2 Healthcare 8.74%
3 Industrials 7.65%
4 Consumer Staples 7.56%
5 Consumer Discretionary 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.4M 0.09%
13,430
+1,610
152
$1.39M 0.09%
8,475
153
$1.36M 0.09%
36,950
+1,513
154
$1.34M 0.09%
19,825
-50,374
155
$1.32M 0.09%
19,743
+3,552
156
$1.29M 0.08%
22,438
-1,755
157
$1.29M 0.08%
11,808
+635
158
$1.28M 0.08%
15,899
159
$1.28M 0.08%
6,622
+897
160
$1.23M 0.08%
16,588
-600
161
$1.21M 0.08%
7,255
-194
162
$1.17M 0.08%
6,138
+3,225
163
$1.17M 0.08%
23,346
-954
164
$1.16M 0.08%
17,943
-370
165
$1.06M 0.07%
8,581
+25
166
$1.05M 0.07%
26,238
+627
167
$1.04M 0.07%
20,096
-445
168
$1.02M 0.07%
11,501
-741
169
$986K 0.06%
7,415
170
$978K 0.06%
32,520
-15,420
171
$969K 0.06%
23,803
+9
172
$969K 0.06%
6,747
+330
173
$964K 0.06%
4,079
-20
174
$952K 0.06%
19,123
+3,890
175
$930K 0.06%
6,144
-352
5 6
7
8 9