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
$1.8B
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
346
New
Increased
Reduced
Closed

Top Buys

1
+$4.67M
2
+$2.53M
3
+$2.46M
4
MMM icon
3M
MMM
+$2.19M
5
AZN icon
AstraZeneca
AZN
+$1.93M

Top Sells

1
+$21.8M
2
+$17.6M
3
+$14.6M
4
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$12.5M
5
VOX icon
Vanguard Communication Services ETF
VOX
+$11.7M

Sector Composition

1 Technology 17.04%
2 Consumer Discretionary 9.47%
3 Consumer Staples 9.44%
4 Healthcare 9.39%
5 Industrials 6.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.39M 0.08%
2,464
-31
152
$1.39M 0.08%
17,115
-4,124
153
$1.38M 0.08%
11,379
-118
154
$1.36M 0.08%
73,332
-49,470
155
$1.32M 0.07%
13,160
-84
156
$1.31M 0.07%
5,738
+864
157
$1.28M 0.07%
13,868
-452
158
$1.27M 0.07%
16,115
+103
159
$1.27M 0.07%
30,612
+1,742
160
$1.21M 0.07%
20,994
-16,790
161
$1.16M 0.06%
13,378
-1,219
162
$1.15M 0.06%
6,496
-860
163
$1.15M 0.06%
5,728
-1,159
164
$1.13M 0.06%
3,998
-202
165
$1.11M 0.06%
11,048
+400
166
$1.11M 0.06%
47,025
-2,875
167
$1.1M 0.06%
17,862
-1,020
168
$1.07M 0.06%
5,765
169
$1.05M 0.06%
12,597
-149
170
$1M 0.06%
15,288
-129
171
$992K 0.06%
18,302
+511
172
$986K 0.05%
16,589
+1,936
173
$979K 0.05%
27,751
-1,324
174
$977K 0.05%
3,520
-830
175
$960K 0.05%
3,816
+149
5 6
7
8 9