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
$2.87B
AUM Growth
+$360M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
430
New
Increased
Reduced
Closed

Top Buys

1
+$22.6M
2
+$10.4M
3
+$5.47M
4
PFE icon
Pfizer
PFE
+$3.25M
5
AMAT icon
Applied Materials
AMAT
+$3.19M

Top Sells

1
+$14.6M
2
+$11.3M
3
+$4.65M
4
D icon
Dominion Energy
D
+$1.33M
5
BEP icon
Brookfield Renewable
BEP
+$1.23M

Sector Composition

1 Technology 17.81%
2 Consumer Discretionary 8.63%
3 Healthcare 8.32%
4 Consumer Staples 7.99%
5 Industrials 7.3%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$1.27M 0.04%
24,350
202
$1.25M 0.04%
4,819
+5
203
$1.24M 0.04%
10,548
+632
204
$1.21M 0.04%
8,312
-690
205
$1.21M 0.04%
18,238
+1,005
206
$1.21M 0.04%
5,275
-100
207
$1.2M 0.04%
17,450
-752
208
$1.18M 0.04%
6,005
-87
209
$1.16M 0.04%
12,421
+8,650
210
$1.14M 0.04%
16,020
+4,820
211
$1.12M 0.04%
58,836
+492
212
$1.11M 0.04%
13,677
+5,314
213
$1.11M 0.04%
5,383
+448
214
$1.09M 0.04%
4,838
-879
215
$1.06M 0.04%
17,955
-542
216
$1.04M 0.04%
6,408
+255
217
$998K 0.03%
19,422
+15,389
218
$998K 0.03%
12,792
219
$995K 0.03%
5,280
-214
220
$992K 0.03%
8,513
-9,235
221
$960K 0.03%
3,225
-6
222
$958K 0.03%
25,473
+4,395
223
$948K 0.03%
12,068
+1,579
224
$944K 0.03%
36,278
-4,059
225
$888K 0.03%
6,815
-16
7 8
9
10 11