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
$1.49B
AUM Growth
+$26.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
559
New
Increased
Reduced
Closed

Top Buys

1
+$2.73M
2
+$1.98M
3
+$1.66M
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.47M
5
KMB icon
Kimberly-Clark
KMB
+$1.39M

Top Sells

1
+$2.44M
2
+$1.89M
3
+$1.78M
4
VTRS icon
Viatris
VTRS
+$1.37M
5
KFH.CL
KKR Financial Holdings LLC
KFH.CL
+$1.3M

Sector Composition

1 Consumer Staples 9.68%
2 Healthcare 9.57%
3 Communication Services 8.36%
4 Technology 7.88%
5 Industrials 7.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.49M 0.1%
57,315
+1,833
202
$1.49M 0.1%
53,493
-3
203
$1.47M 0.1%
19,794
-150
204
$1.44M 0.1%
33,833
-8,448
205
$1.43M 0.1%
57,125
-1,040
206
$1.43M 0.1%
19,900
-2,882
207
$1.42M 0.1%
61,614
-3,465
208
$1.38M 0.09%
53,606
-700
209
$1.35M 0.09%
89,889
+12
210
$1.34M 0.09%
53,411
+4,021
211
$1.33M 0.09%
53,050
+15,650
212
$1.31M 0.09%
4,635
+1
213
$1.31M 0.09%
51,659
-1,131
214
$1.3M 0.09%
50,525
+2,050
215
$1.3M 0.09%
52,600
-1,950
216
$1.29M 0.09%
51,565
+5,775
217
$1.28M 0.09%
51,475
+5,492
218
$1.27M 0.09%
12,298
-3,168
219
$1.27M 0.09%
50,081
-700
220
$1.26M 0.09%
42,619
-50
221
$1.25M 0.08%
45,795
+16,815
222
$1.25M 0.08%
44,139
-600
223
$1.25M 0.08%
31,494
-10,152
224
$1.21M 0.08%
50,065
+523
225
$1.19M 0.08%
23,468
+114
7 8
9
10 11