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
$2.9B
AUM Growth
-$51.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
390
New
Increased
Reduced
Closed

Top Buys

1
+$2.48M
2
+$1.83M
3
+$1.72M
4
SCCO icon
Southern Copper
SCCO
+$1.26M
5
ISRG icon
Intuitive Surgical
ISRG
+$949K

Top Sells

1
+$8.26M
2
+$4.34M
3
+$4.07M
4
UPS icon
United Parcel Service
UPS
+$2.98M
5
ELV icon
Elevance Health
ELV
+$2.95M

Sector Composition

1 Technology 19.29%
2 Consumer Staples 8.42%
3 Consumer Discretionary 7.5%
4 Financials 7.27%
5 Industrials 6.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$1.6M 0.06%
38,986
-1
177
$1.58M 0.05%
8,600
+9
178
$1.54M 0.05%
5,137
179
$1.53M 0.05%
28,203
-188
180
$1.49M 0.05%
8,421
-243
181
$1.47M 0.05%
24,037
-233
182
$1.45M 0.05%
11,006
-454
183
$1.44M 0.05%
10,339
-430
184
$1.44M 0.05%
21,107
-256
185
$1.42M 0.05%
3,334
-1,973
186
$1.31M 0.05%
16,859
-2,422
187
$1.31M 0.05%
11,155
188
$1.27M 0.04%
11,524
-55
189
$1.24M 0.04%
9,384
-2,171
190
$1.21M 0.04%
21,476
-622
191
$1.18M 0.04%
4,918
+38
192
$1.15M 0.04%
11,614
+1,351
193
$1.14M 0.04%
14,319
-2,792
194
$1.12M 0.04%
23,390
+497
195
$1.12M 0.04%
6,381
-760
196
$1.12M 0.04%
49,075
+12,149
197
$1.07M 0.04%
10,725
+245
198
$1.06M 0.04%
45,837
+30
199
$1.04M 0.04%
4,290
-660
200
$1.03M 0.04%
1,920
+69
6 7
8
9 10