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
$2.47B
AUM Growth
+$215M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
398
New
Increased
Reduced
Closed

Top Buys

1
+$9.91M
2
+$4.09M
3
+$2.07M
4
TT icon
Trane Technologies
TT
+$2.07M
5
TGT icon
Target
TGT
+$2.06M

Top Sells

1
+$6.34M
2
+$2.96M
3
+$1.54M
4
AZN icon
AstraZeneca
AZN
+$1.09M
5
FXI icon
iShares China Large-Cap ETF
FXI
+$1.04M

Sector Composition

1 Technology 16.31%
2 Consumer Discretionary 8.67%
3 Healthcare 8.5%
4 Industrials 7.67%
5 Consumer Staples 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2.22M 0.09%
19,123
152
$2.22M 0.09%
15,967
+290
153
$2.18M 0.09%
22,733
+11,863
154
$2.16M 0.09%
18,103
+163
155
$2.15M 0.09%
40,080
+1,610
156
$2.14M 0.09%
13,802
+322
157
$2.13M 0.09%
43,229
+6,952
158
$2.08M 0.08%
12,556
+6,710
159
$2.02M 0.08%
11,595
+89
160
$1.98M 0.08%
32,981
-18,125
161
$1.91M 0.08%
73,332
162
$1.89M 0.08%
56,200
+24,750
163
$1.88M 0.08%
86,657
-8,010
164
$1.86M 0.08%
13,248
+709
165
$1.86M 0.08%
13,602
-442
166
$1.8M 0.07%
17,755
167
$1.77M 0.07%
20,708
-1,122
168
$1.73M 0.07%
8,014
+422
169
$1.72M 0.07%
8,990
+2,678
170
$1.71M 0.07%
14,228
+2,888
171
$1.69M 0.07%
17,523
+844
172
$1.66M 0.07%
37,442
+4,166
173
$1.66M 0.07%
3,125
+1,733
174
$1.64M 0.07%
2,591
+155
175
$1.56M 0.06%
16,193
5 6
7
8 9