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
$1.64B
AUM Growth
+$40.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
558
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$6.35M
3
+$5.53M
4
AMZN icon
Amazon
AMZN
+$3.25M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$2.04M

Top Sells

1
+$9.14M
2
+$8.24M
3
+$6.96M
4
CHSP.PRA.CL
Chesapeake Lodging Trust
CHSP.PRA.CL
+$4.59M
5
SIVB
SVB Financial Group
SIVB
+$4.21M

Sector Composition

1 Healthcare 9.96%
2 Consumer Staples 8.41%
3 Technology 8.28%
4 Communication Services 7.75%
5 Industrials 7.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.25M 0.08%
49,091
-340
227
$1.25M 0.08%
5,571
+200
228
$1.19M 0.07%
52,200
-1,125
229
$1.19M 0.07%
9,077
+1,727
230
$1.17M 0.07%
38,570
-405
231
$1.15M 0.07%
42,595
+15,845
232
$1.13M 0.07%
38,906
-3,641
233
$1.13M 0.07%
7,598
+18
234
$1.12M 0.07%
27,574
+932
235
$1.11M 0.07%
7,204
+657
236
$1.1M 0.07%
16,056
+2,480
237
$1.06M 0.06%
6,956
+1,920
238
$1.05M 0.06%
16,398
239
$1.05M 0.06%
5,572
+2,971
240
$1.04M 0.06%
13,506
+11
241
$1.02M 0.06%
39,476
+2,730
242
$997K 0.06%
38,275
+4,391
243
$985K 0.06%
26,327
+4
244
$979K 0.06%
35,245
-400
245
$976K 0.06%
28,921
-825
246
$956K 0.06%
37,342
+103
247
$953K 0.06%
36,925
+3,600
248
$951K 0.06%
35,435
-115
249
$942K 0.06%
5,923
-183
250
$922K 0.06%
11,688
-2,933
8 9
10
11 12