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
$2.9B
AUM Growth
-$51.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
390
New
Increased
Reduced
Closed

Top Buys

1
+$2.48M
2
+$1.83M
3
+$1.72M
4
SCCO icon
Southern Copper
SCCO
+$1.26M
5
ISRG icon
Intuitive Surgical
ISRG
+$949K

Top Sells

1
+$8.26M
2
+$4.34M
3
+$4.07M
4
UPS icon
United Parcel Service
UPS
+$2.98M
5
ELV icon
Elevance Health
ELV
+$2.95M

Sector Composition

1 Technology 19.29%
2 Consumer Staples 8.42%
3 Consumer Discretionary 7.5%
4 Financials 7.27%
5 Industrials 6.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$2.09M 0.07%
7,501
-1,413
152
$2.08M 0.07%
3,983
+1,819
153
$2.05M 0.07%
43,151
+3,899
154
$2.03M 0.07%
3,846
+20
155
$1.96M 0.07%
8,916
+189
156
$1.96M 0.07%
394
+25
157
$1.94M 0.07%
16,390
+820
158
$1.94M 0.07%
5,254
-7,990
159
$1.92M 0.07%
4,775
-641
160
$1.91M 0.07%
20,318
+33
161
$1.91M 0.07%
6,600
-164
162
$1.9M 0.07%
24,089
+1,382
163
$1.87M 0.06%
5,500
-79
164
$1.87M 0.06%
6,632
+17
165
$1.82M 0.06%
65,583
166
$1.77M 0.06%
13,102
-975
167
$1.75M 0.06%
13,738
+394
168
$1.75M 0.06%
14,094
+109
169
$1.73M 0.06%
30,483
-782
170
$1.73M 0.06%
14,932
-271
171
$1.7M 0.06%
8,628
+222
172
$1.67M 0.06%
7,568
+3,272
173
$1.66M 0.06%
2,603
-14
174
$1.64M 0.06%
9,194
-15
175
$1.62M 0.06%
11,345
-319
5 6
7
8 9