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
$1.36B
AUM Growth
+$93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
549
New
Increased
Reduced
Closed

Top Buys

1
+$32.6M
2
+$4.02M
3
+$2.62M
4
DIS icon
Walt Disney
DIS
+$2.21M
5
MSFT icon
Microsoft
MSFT
+$1.91M

Top Sells

1
+$4.27M
2
+$3.98M
3
+$1.63M
4
BA icon
Boeing
BA
+$1.29M
5
MHFI
MCGRAW-HILL FINANCIAL INC COM
MHFI
+$1.14M

Sector Composition

1 Healthcare 10.8%
2 Consumer Staples 10.4%
3 Communication Services 8.26%
4 Technology 7.37%
5 Industrials 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.78M 0.13%
85,231
-6,970
177
$1.78M 0.13%
71,026
-884
178
$1.77M 0.13%
217,074
-6,846
179
$1.77M 0.13%
15,015
+2,455
180
$1.76M 0.13%
69,440
+14,667
181
$1.7M 0.13%
27,404
-105
182
$1.68M 0.12%
66,466
+4,122
183
$1.66M 0.12%
65,313
+10,565
184
$1.59M 0.12%
22,674
+2,612
185
$1.57M 0.12%
33,949
-6,301
186
$1.55M 0.11%
42,593
-672
187
$1.55M 0.11%
55,788
+15,075
188
$1.52M 0.11%
63,395
+890
189
$1.51M 0.11%
183,558
-15,600
190
$1.5M 0.11%
11,664
+234
191
$1.5M 0.11%
58,856
+2,300
192
$1.5M 0.11%
58,075
+2,000
193
$1.48M 0.11%
54,543
+7,510
194
$1.48M 0.11%
56,415
+6,660
195
$1.47M 0.11%
28,304
-10,850
196
$1.45M 0.11%
59,590
+825
197
$1.43M 0.11%
49,745
+2,635
198
$1.43M 0.11%
35,123
+3,901
199
$1.41M 0.1%
53,879
-948
200
$1.4M 0.1%
44,969
6 7
8
9 10