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
$1.27B
AUM Growth
+$60.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
555
New
Increased
Reduced
Closed

Top Buys

1
+$8.72M
2
+$3.74M
3
+$2.46M
4
DIS icon
Walt Disney
DIS
+$1.7M
5
CCI icon
Crown Castle
CCI
+$1.65M

Top Sells

1
+$3.39M
2
+$3.03M
3
+$2.58M
4
IEV icon
iShares Europe ETF
IEV
+$2.42M
5
XOM icon
Exxon Mobil
XOM
+$1.95M

Sector Composition

1 Healthcare 11.58%
2 Consumer Staples 10.23%
3 Technology 7.51%
4 Industrials 7.27%
5 Financials 6.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.32M 0.1%
49,755
-850
202
$1.31M 0.1%
40,074
-23
203
$1.31M 0.1%
47,110
-2,120
204
$1.3M 0.1%
45,369
-7,791
205
$1.3M 0.1%
50,590
-460
206
$1.3M 0.1%
47,033
+2,451
207
$1.29M 0.1%
54,635
+16
208
$1.29M 0.1%
31,222
-1,746
209
$1.27M 0.1%
12,560
+5,360
210
$1.26M 0.1%
19,462
+318
211
$1.25M 0.1%
28,792
+174
212
$1.22M 0.1%
49,460
+15,550
213
$1.2M 0.1%
20,487
-712
214
$1.15M 0.09%
85,746
-76,713
215
$1.14M 0.09%
11,535
+1,359
216
$1.1M 0.09%
40,713
+20,838
217
$1.09M 0.09%
14,301
-1,031
218
$1.07M 0.08%
52,299
+5,310
219
$1.06M 0.08%
41,612
+683
220
$1.04M 0.08%
23,634
-3,022
221
$1.04M 0.08%
11,178
-278
222
$1.01M 0.08%
40,647
+10,564
223
$1.01M 0.08%
43,008
+675
224
$1M 0.08%
53,071
-8,392
225
$986K 0.08%
13,807
+3,704
7 8
9
10 11