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
$1.36B
AUM Growth
+$93M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
549
New
Increased
Reduced
Closed

Top Buys

1
+$32.6M
2
+$4.02M
3
+$2.62M
4
DIS icon
Walt Disney
DIS
+$2.21M
5
MSFT icon
Microsoft
MSFT
+$1.91M

Top Sells

1
+$4.27M
2
+$3.98M
3
+$1.63M
4
BA icon
Boeing
BA
+$1.29M
5
MHFI
MCGRAW-HILL FINANCIAL INC COM
MHFI
+$1.14M

Sector Composition

1 Healthcare 10.8%
2 Consumer Staples 10.4%
3 Communication Services 8.26%
4 Technology 7.37%
5 Industrials 7.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.4M 0.1%
10,988
-10,193
202
$1.38M 0.1%
39,689
-385
203
$1.38M 0.1%
56,642
+7,182
204
$1.37M 0.1%
53,466
-1,169
205
$1.34M 0.1%
58,557
+6,258
206
$1.32M 0.1%
44,989
-380
207
$1.32M 0.1%
37,024
+8,760
208
$1.29M 0.1%
57,806
+222
209
$1.28M 0.09%
29,121
+1,698
210
$1.27M 0.09%
49,890
-700
211
$1.24M 0.09%
4,771
+7
212
$1.18M 0.09%
23,194
-4,676
213
$1.18M 0.09%
+46,275
214
$1.16M 0.09%
86,019
+273
215
$1.16M 0.09%
15,092
+791
216
$1.12M 0.08%
52,921
-150
217
$1.11M 0.08%
45,151
+3,539
218
$1.09M 0.08%
43,275
+25,350
219
$1.09M 0.08%
43,772
+4
220
$1.07M 0.08%
+10,840
221
$1.06M 0.08%
42,087
+1,440
222
$1.03M 0.08%
28,590
-10,959
223
$1M 0.07%
23,700
+66
224
$1M 0.07%
13,100
+1,788
225
$996K 0.07%
39,884
-13,529
7 8
9
10 11