KIA

KCM Investment Advisors Portfolio holdings

AUM $3.12B
1-Year Est. Return 19.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$2.32B
AUM Growth
-$174M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
385
New
Increased
Reduced
Closed

Top Buys

1
+$3.3M
2
+$2.23M
3
+$2.21M
4
LLY icon
Eli Lilly
LLY
+$1.98M
5
DLN icon
WisdomTree US LargeCap Dividend Fund
DLN
+$1.2M

Top Sells

1
+$6.36M
2
+$5.81M
3
+$5.06M
4
AAPL icon
Apple
AAPL
+$4.69M
5
NKE icon
Nike
NKE
+$4.29M

Sector Composition

1 Technology 17.79%
2 Healthcare 8.72%
3 Consumer Staples 8.3%
4 Consumer Discretionary 7.53%
5 Industrials 6.75%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$1.83M 0.08%
6,960
-387
152
$1.83M 0.08%
11,114
-433
153
$1.8M 0.08%
15,902
-483
154
$1.76M 0.08%
49,629
-26,091
155
$1.7M 0.07%
45,675
+5,550
156
$1.69M 0.07%
6,392
-69
157
$1.69M 0.07%
11,330
-1,041
158
$1.65M 0.07%
9,491
+1,686
159
$1.64M 0.07%
6,442
-318
160
$1.6M 0.07%
26,475
+1,860
161
$1.57M 0.07%
22,558
+281
162
$1.57M 0.07%
28,244
-933
163
$1.57M 0.07%
15,165
+27
164
$1.54M 0.07%
25,863
-222
165
$1.52M 0.07%
45,351
+1,328
166
$1.52M 0.07%
67,494
167
$1.5M 0.06%
33,860
-1,250
168
$1.5M 0.06%
7,458
169
$1.49M 0.06%
9,858
-3,126
170
$1.48M 0.06%
3,737
-662
171
$1.47M 0.06%
15,249
-49
172
$1.47M 0.06%
16,107
-100
173
$1.46M 0.06%
16,853
-531
174
$1.46M 0.06%
13,429
175
$1.45M 0.06%
53,400
-64,157
5 6
7
8 9