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
$2.07B
AUM Growth
+$271M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
356
New
Increased
Reduced
Closed

Top Buys

1
+$7.97M
2
+$6.34M
3
+$5.27M
4
VHT icon
Vanguard Health Care ETF
VHT
+$4.18M
5
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$3.82M

Top Sells

1
+$2.4M
2
+$2.02M
3
+$1.57M
4
UN
Unilever NV New York Registry Shares
UN
+$1.52M
5
BDX icon
Becton Dickinson
BDX
+$1.19M

Sector Composition

1 Technology 16.83%
2 Consumer Discretionary 8.98%
3 Healthcare 8.92%
4 Consumer Staples 8.7%
5 Industrials 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.13M 0.05%
5,465
-300
177
$1.12M 0.05%
5,766
178
$1.12M 0.05%
2,245
+1,379
179
$1.12M 0.05%
9,330
+322
180
$1.1M 0.05%
12,711
+114
181
$1.08M 0.05%
16,190
+36
182
$1.08M 0.05%
3,520
183
$1.06M 0.05%
69,636
-1,560
184
$1.04M 0.05%
39,889
185
$1.03M 0.05%
7,827
+13
186
$1.03M 0.05%
8,897
187
$1.03M 0.05%
28,098
+347
188
$997K 0.05%
11,716
189
$992K 0.05%
3,821
+5
190
$967K 0.05%
+7,091
191
$947K 0.05%
16,188
-136
192
$941K 0.05%
17,476
-147
193
$931K 0.04%
6,067
-30
194
$913K 0.04%
2,558
+166
195
$908K 0.04%
3,710
-288
196
$879K 0.04%
6,959
+1,561
197
$878K 0.04%
5,705
-145
198
$844K 0.04%
5,577
+2,777
199
$830K 0.04%
20,744
-464
200
$818K 0.04%
3,000
+6
6 7
8
9 10