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
$1.8B
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
346
New
Increased
Reduced
Closed

Top Buys

1
+$4.67M
2
+$2.53M
3
+$2.46M
4
MMM icon
3M
MMM
+$2.19M
5
AZN icon
AstraZeneca
AZN
+$1.93M

Top Sells

1
+$21.8M
2
+$17.6M
3
+$14.6M
4
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$12.5M
5
VOX icon
Vanguard Communication Services ETF
VOX
+$11.7M

Sector Composition

1 Technology 17.04%
2 Consumer Discretionary 9.47%
3 Consumer Staples 9.44%
4 Healthcare 9.39%
5 Industrials 6.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$959K 0.05%
28,910
+10
177
$957K 0.05%
71,196
-75,222
178
$938K 0.05%
16,324
-90
179
$923K 0.05%
8,897
180
$919K 0.05%
9,008
+410
181
$917K 0.05%
16,154
+56
182
$915K 0.05%
25,248
-7,907
183
$887K 0.05%
5,766
184
$883K 0.05%
6,097
-36
185
$882K 0.05%
11,716
186
$847K 0.05%
8,993
-3,950
187
$809K 0.04%
2,392
+188
188
$805K 0.04%
50,000
189
$772K 0.04%
7,814
190
$728K 0.04%
12,937
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191
$708K 0.04%
2,994
192
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21,208
-9,818
193
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39,889
194
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2,916
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195
$679K 0.04%
5,850
-154
196
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2,282
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197
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25,030
+30
198
$663K 0.04%
13,514
+1,154
199
$638K 0.04%
2,966
-80
200
$627K 0.03%
10,076
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