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
$2.07B
AUM Growth
+$271M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
356
New
Increased
Reduced
Closed

Top Buys

1
+$7.97M
2
+$6.34M
3
+$5.27M
4
VHT icon
Vanguard Health Care ETF
VHT
+$4.18M
5
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$3.82M

Top Sells

1
+$2.4M
2
+$2.02M
3
+$1.57M
4
UN
Unilever NV New York Registry Shares
UN
+$1.52M
5
BDX icon
Becton Dickinson
BDX
+$1.19M

Sector Composition

1 Technology 16.83%
2 Consumer Discretionary 8.98%
3 Healthcare 8.92%
4 Consumer Staples 8.7%
5 Industrials 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.83M 0.09%
41,810
+480
152
$1.79M 0.09%
13,553
-315
153
$1.74M 0.08%
10,144
-1,358
154
$1.71M 0.08%
32,584
+202
155
$1.7M 0.08%
17,048
+6,000
156
$1.68M 0.08%
19,434
+2,845
157
$1.67M 0.08%
73,332
158
$1.5M 0.07%
5,685
+2,778
159
$1.43M 0.07%
48,225
+1,200
160
$1.41M 0.07%
11,692
-1,468
161
$1.41M 0.07%
11,751
-462
162
$1.39M 0.07%
19,482
-1,512
163
$1.36M 0.07%
31,780
+1,168
164
$1.36M 0.07%
7,197
-4,746
165
$1.32M 0.06%
14,017
+639
166
$1.25M 0.06%
13,689
-3,426
167
$1.23M 0.06%
26,120
-2,790
168
$1.22M 0.06%
50,000
169
$1.22M 0.06%
23,559
-38,922
170
$1.22M 0.06%
15,153
-135
171
$1.2M 0.06%
16,192
+77
172
$1.17M 0.06%
6,540
+44
173
$1.15M 0.06%
18,676
+374
174
$1.14M 0.06%
4,328
+1,412
175
$1.14M 0.05%
4,790
-938
5 6
7
8 9