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
$1.49B
AUM Growth
+$26.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
559
New
Increased
Reduced
Closed

Top Buys

1
+$2.73M
2
+$1.98M
3
+$1.66M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.47M
5
KMB icon
Kimberly-Clark
KMB
+$1.39M

Top Sells

1
+$2.44M
2
+$1.89M
3
+$1.78M
4
VTRS icon
Viatris
VTRS
+$1.37M
5
KFH.CL
KKR Financial Holdings LLC
KFH.CL
+$1.3M

Sector Composition

1 Consumer Staples 9.68%
2 Healthcare 9.57%
3 Communication Services 8.36%
4 Technology 7.88%
5 Industrials 7.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.88M 0.13%
38,216
-4,250
177
$1.87M 0.13%
73,302
+2,602
178
$1.86M 0.13%
74,613
+7,495
179
$1.86M 0.13%
74,159
+3,742
180
$1.85M 0.12%
72,452
+7,750
181
$1.84M 0.12%
72,604
+1,245
182
$1.84M 0.12%
32,997
-773
183
$1.83M 0.12%
73,060
+4,040
184
$1.79M 0.12%
71,847
+22
185
$1.79M 0.12%
11,191
-169
186
$1.77M 0.12%
196,044
+1,344
187
$1.74M 0.12%
196,374
-22,308
188
$1.74M 0.12%
83,520
+7,602
189
$1.72M 0.12%
34,607
+7,917
190
$1.71M 0.12%
42,391
-44,025
191
$1.71M 0.12%
63,611
-1,482
192
$1.69M 0.11%
41,108
+6,377
193
$1.69M 0.11%
67,451
-2,514
194
$1.67M 0.11%
65,959
-2,281
195
$1.65M 0.11%
40,480
+3,932
196
$1.61M 0.11%
67,548
+9,098
197
$1.61M 0.11%
14,703
-103
198
$1.6M 0.11%
39,435
-1,924
199
$1.56M 0.11%
47,190
+285
200
$1.56M 0.11%
76,134
-4,045
6 7
8
9 10