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
$1.8B
AUM Growth
+$26.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
346
New
Increased
Reduced
Closed

Top Buys

1
+$4.67M
2
+$2.53M
3
+$2.46M
4
MMM icon
3M
MMM
+$2.19M
5
AZN icon
AstraZeneca
AZN
+$1.93M

Top Sells

1
+$21.8M
2
+$17.6M
3
+$14.6M
4
VCR icon
Vanguard Consumer Discretionary ETF
VCR
+$12.5M
5
VOX icon
Vanguard Communication Services ETF
VOX
+$11.7M

Sector Composition

1 Technology 17.04%
2 Consumer Discretionary 9.47%
3 Consumer Staples 9.44%
4 Healthcare 9.39%
5 Industrials 6.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$625K 0.03%
5,778
-250
202
$612K 0.03%
14,419
203
$607K 0.03%
16,857
+10,588
204
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9,579
-1,451
205
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5,090
206
$603K 0.03%
+1,959
207
$586K 0.03%
19,065
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208
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5,398
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209
$584K 0.03%
2,907
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210
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2,415
211
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3,961
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212
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7,401
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213
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17,623
-8,650
214
$544K 0.03%
9,323
-2,228
215
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7,522
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216
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23,145
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218
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219
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220
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221
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222
$488K 0.03%
4,132
-593
223
$470K 0.03%
2,197
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224
$456K 0.03%
3,981
-300
225
$438K 0.02%
6,240
-887
7 8
9
10 11