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
$1.27B
AUM Growth
+$60.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
555
New
Increased
Reduced
Closed

Top Buys

1
+$8.72M
2
+$3.74M
3
+$2.46M
4
DIS icon
Walt Disney
DIS
+$1.7M
5
CCI icon
Crown Castle
CCI
+$1.65M

Top Sells

1
+$3.39M
2
+$3.03M
3
+$2.58M
4
IEV icon
iShares Europe ETF
IEV
+$2.42M
5
XOM icon
Exxon Mobil
XOM
+$1.95M

Sector Composition

1 Healthcare 11.58%
2 Consumer Staples 10.23%
3 Technology 7.51%
4 Industrials 7.27%
5 Financials 6.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.69M 0.13%
92,201
-66
177
$1.64M 0.13%
24,516
+805
178
$1.63M 0.13%
199,158
-5,124
179
$1.63M 0.13%
46,910
-902
180
$1.58M 0.12%
54,100
+16,600
181
$1.58M 0.12%
+62,344
182
$1.56M 0.12%
32,620
+596
183
$1.52M 0.12%
27,509
-62
184
$1.49M 0.12%
62,505
+4,055
185
$1.49M 0.12%
56,075
-1,185
186
$1.46M 0.12%
4,764
-849
187
$1.45M 0.11%
39,549
-1,201
188
$1.44M 0.11%
58,765
+28,765
189
$1.44M 0.11%
56,556
-750
190
$1.42M 0.11%
44,969
-431
191
$1.42M 0.11%
20,062
+2,538
192
$1.42M 0.11%
18,087
+10
193
$1.41M 0.11%
53,413
-1,760
194
$1.41M 0.11%
27,870
-2,960
195
$1.4M 0.11%
54,827
+484
196
$1.39M 0.11%
54,748
+6,398
197
$1.39M 0.11%
54,773
+21,454
198
$1.37M 0.11%
43,265
-1,212
199
$1.36M 0.11%
15,598
+423
200
$1.34M 0.11%
11,430
+1,634
6 7
8
9 10