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
$2.32B
AUM Growth
+$161M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
400
New
Increased
Reduced
Closed

Top Buys

1
+$5.89M
2
+$4.1M
3
+$3.2M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$2.39M
5
CVX icon
Chevron
CVX
+$2.31M

Top Sells

1
+$3.64M
2
+$2.91M
3
+$2.86M
4
DIS icon
Walt Disney
DIS
+$2.29M
5
PFE icon
Pfizer
PFE
+$1.92M

Sector Composition

1 Technology 15.21%
2 Healthcare 9.89%
3 Consumer Staples 8.69%
4 Industrials 7.56%
5 Consumer Discretionary 7.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2.12M 0.09%
9,001
+5,550
152
$2.1M 0.09%
42,033
-615
153
$2.01M 0.09%
9,262
-4
154
$1.99M 0.09%
10,456
-286
155
$1.95M 0.08%
4,519
-345
156
$1.95M 0.08%
70,690
-100
157
$1.94M 0.08%
+13,094
158
$1.86M 0.08%
56,609
-585
159
$1.85M 0.08%
18,652
-5,319
160
$1.83M 0.08%
37,805
+285
161
$1.81M 0.08%
7,612
-1
162
$1.78M 0.08%
11,926
-49
163
$1.77M 0.08%
26,549
+6,448
164
$1.76M 0.08%
34,964
165
$1.75M 0.08%
5,273
+2,003
166
$1.73M 0.07%
45,505
-3,069
167
$1.69M 0.07%
2,378
-72
168
$1.67M 0.07%
11,879
-429
169
$1.67M 0.07%
17,366
-250
170
$1.63M 0.07%
15,021
-2,788
171
$1.62M 0.07%
15,993
+8,325
172
$1.57M 0.07%
13,513
+159
173
$1.56M 0.07%
140,484
-20,946
174
$1.54M 0.07%
+6,071
175
$1.53M 0.07%
4,408
+138
5 6
7
8 9