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
$2.47B
AUM Growth
+$215M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
398
New
Increased
Reduced
Closed

Top Buys

1
+$9.91M
2
+$4.09M
3
+$2.07M
4
TT icon
Trane Technologies
TT
+$2.07M
5
TGT icon
Target
TGT
+$2.06M

Top Sells

1
+$6.34M
2
+$2.96M
3
+$1.54M
4
AZN icon
AstraZeneca
AZN
+$1.09M
5
FXI icon
iShares China Large-Cap ETF
FXI
+$1.04M

Sector Composition

1 Technology 16.31%
2 Consumer Discretionary 8.67%
3 Healthcare 8.5%
4 Industrials 7.67%
5 Consumer Staples 7.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.53M 0.06%
6,455
-1,020
177
$1.51M 0.06%
10,223
+125
178
$1.5M 0.06%
14,366
+752
179
$1.49M 0.06%
7,616
-1,958
180
$1.45M 0.06%
29,817
+6,591
181
$1.44M 0.06%
4,814
+320
182
$1.31M 0.05%
20,029
+4,125
183
$1.3M 0.05%
16,104
+64
184
$1.28M 0.05%
5,666
-694
185
$1.25M 0.05%
3,620
186
$1.22M 0.05%
20,086
-400
187
$1.21M 0.05%
18,002
-1,314
188
$1.21M 0.05%
6,087
+336
189
$1.18M 0.05%
8,877
-20
190
$1.18M 0.05%
19,347
-3,350
191
$1.18M 0.05%
3,919
-386
192
$1.16M 0.05%
3,171
+34
193
$1.16M 0.05%
11,616
194
$1.13M 0.05%
7,136
+910
195
$1.1M 0.04%
3,606
+81
196
$1.1M 0.04%
8,460
+1,667
197
$1.1M 0.04%
17,611
-1,054
198
$1.09M 0.04%
3,149
-384
199
$1.07M 0.04%
+14,830
200
$1.07M 0.04%
12,797
+1,832
6 7
8
9 10