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
$2.32B
AUM Growth
+$161M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
400
New
Increased
Reduced
Closed

Top Buys

1
+$5.89M
2
+$4.1M
3
+$3.2M
4
VGT icon
Vanguard Information Technology ETF
VGT
+$2.39M
5
CVX icon
Chevron
CVX
+$2.31M

Top Sells

1
+$3.64M
2
+$2.91M
3
+$2.86M
4
DIS icon
Walt Disney
DIS
+$2.29M
5
PFE icon
Pfizer
PFE
+$1.92M

Sector Composition

1 Technology 15.21%
2 Healthcare 9.89%
3 Consumer Staples 8.69%
4 Industrials 7.56%
5 Consumer Discretionary 7.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.53M 0.07%
20,383
-4,944
177
$1.53M 0.07%
10,204
-99
178
$1.51M 0.06%
+1,298
179
$1.5M 0.06%
+39,551
180
$1.46M 0.06%
47,824
-49,282
181
$1.45M 0.06%
23,582
-651
182
$1.43M 0.06%
65,583
183
$1.43M 0.06%
91,150
-38,250
184
$1.41M 0.06%
6,770
-54
185
$1.4M 0.06%
16,012
186
$1.38M 0.06%
21,570
+2,805
187
$1.37M 0.06%
67,539
188
$1.36M 0.06%
39,018
-13,301
189
$1.36M 0.06%
10,023
-183
190
$1.3M 0.06%
26,141
-75
191
$1.27M 0.05%
7,455
+4
192
$1.26M 0.05%
15,497
+2,852
193
$1.25M 0.05%
37,614
+1,921
194
$1.23M 0.05%
29,772
-721
195
$1.2M 0.05%
21,330
+2,115
196
$1.17M 0.05%
7,310
+8
197
$1.15M 0.05%
11,134
-88
198
$1.14M 0.05%
9,688
+220
199
$1.12M 0.05%
+12,090
200
$1.11M 0.05%
5,163
-625
6 7
8
9 10