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
$2.87B
AUM Growth
+$360M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
430
New
Increased
Reduced
Closed

Top Buys

1
+$22.6M
2
+$10.4M
3
+$5.47M
4
PFE icon
Pfizer
PFE
+$3.25M
5
AMAT icon
Applied Materials
AMAT
+$3.19M

Top Sells

1
+$14.6M
2
+$11.3M
3
+$4.65M
4
D icon
Dominion Energy
D
+$1.33M
5
BEP icon
Brookfield Renewable
BEP
+$1.23M

Sector Composition

1 Technology 17.81%
2 Consumer Discretionary 8.63%
3 Healthcare 8.32%
4 Consumer Staples 7.99%
5 Industrials 7.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.86M 0.06%
21,568
+1,085
177
$1.8M 0.06%
16,012
178
$1.77M 0.06%
49,557
-34,239
179
$1.73M 0.06%
12,906
+505
180
$1.72M 0.06%
18,486
+60
181
$1.7M 0.06%
2,585
-6
182
$1.69M 0.06%
10,587
+3,824
183
$1.67M 0.06%
7,619
+3
184
$1.65M 0.06%
7,714
-25
185
$1.62M 0.06%
14,440
+46
186
$1.6M 0.06%
11,099
+7,712
187
$1.58M 0.05%
4,385
+1,107
188
$1.54M 0.05%
6,587
+237
189
$1.54M 0.05%
7,965
+623
190
$1.53M 0.05%
6,225
-80
191
$1.5M 0.05%
80,677
-3,920
192
$1.47M 0.05%
20,797
+766
193
$1.41M 0.05%
3,929
+8
194
$1.4M 0.05%
16,185
+81
195
$1.39M 0.05%
3,951
+92
196
$1.37M 0.05%
18,955
-372
197
$1.36M 0.05%
7,302
198
$1.35M 0.05%
68,357
-6,360
199
$1.33M 0.05%
2,040
+1,622
200
$1.31M 0.05%
3,620
-50
6 7
8
9 10