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
$1.6B
AUM Growth
+$31M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
567
New
Increased
Reduced
Closed

Top Buys

1
+$7.76M
2
+$3.1M
3
+$2.74M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$2.51M
5
HD icon
Home Depot
HD
+$2.42M

Top Sells

1
+$4.5M
2
+$3.16M
3
+$3.13M
4
DIS icon
Walt Disney
DIS
+$2.19M
5
MHNB.CL
Maiden Holdings North America
MHNB.CL
+$2.04M

Sector Composition

1 Healthcare 9.55%
2 Consumer Staples 8.92%
3 Communication Services 8.07%
4 Technology 7.79%
5 Industrials 7.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.48M 0.09%
55,427
-1,179
202
$1.48M 0.09%
11,931
-86
203
$1.47M 0.09%
56,811
-1,350
204
$1.46M 0.09%
58,097
+6,776
205
$1.44M 0.09%
89,898
+6
206
$1.42M 0.09%
56,829
+24,451
207
$1.41M 0.09%
16,726
-2,368
208
$1.4M 0.09%
54,775
+4,350
209
$1.39M 0.09%
42,919
+2,600
210
$1.38M 0.09%
33,455
+1,120
211
$1.38M 0.09%
12,621
+320
212
$1.34M 0.08%
9,335
+465
213
$1.33M 0.08%
50,547
-2,784
214
$1.32M 0.08%
51,791
+476
215
$1.31M 0.08%
27,366
-7,100
216
$1.29M 0.08%
53,325
-1,245
217
$1.28M 0.08%
49,431
-1,434
218
$1.27M 0.08%
50,100
-1,400
219
$1.27M 0.08%
54,149
-3,880
220
$1.27M 0.08%
41,359
-400
221
$1.26M 0.08%
42,547
+8
222
$1.26M 0.08%
28,673
-2,329
223
$1.26M 0.08%
47,961
+1,479
224
$1.26M 0.08%
49,603
-39,014
225
$1.25M 0.08%
23,304
7 8
9
10 11