KIA
KCM Investment Advisors Portfolio holdings
AUM
$2.98B
1-Year Return
16.3%
This Quarter Return
+7%
1 Year Return
+16.3%
3 Year Return
+70.08%
5 Year Return
+119.63%
10 Year Return
+251.67%
AUM
$1.75B
AUM Growth
+$123M
(+7.5%)
Cap. Flow
-$11.3M
Cap. Flow
% of AUM
-0.65%
Top 10 Holdings %
Top 10 Hldgs %
23.16%
Holding
551
New
26
Increased
180
Reduced
221
Closed
37
Top Buys
| 1 |
The Communication Services Select Sector SPDR Fund
XLC
|
$22.6M |
| 2 |
Visa
V
|
$6.3M |
| 3 |
Vanguard Communication Services ETF
VOX
|
$4.93M |
| 4 |
Amgen
AMGN
|
$4.84M |
| 5 |
Industrial Select Sector SPDR Fund
XLI
|
$3.02M |
Top Sells
| 1 |
Technology Select Sector SPDR Fund
XLK
|
$7.35M |
| 2 |
Williams-Sonoma
WSM
|
$4.89M |
| 3 |
WFC.PRJ.CL
Wells Fargo & Company
WFC.PRJ.CL
|
$4.11M |
| 4 |
BGCA.CL
BGC Partners, Inc.
BGCA.CL
|
$3.49M |
| 5 |
BANC.PRC.CL
Banc of California, Inc.
BANC.PRC.CL
|
$2.5M |
Sector Composition
| 1 | Technology | 10.71% |
| 2 | Healthcare | 8.62% |
| 3 | Industrials | 6.71% |
| 4 | Financials | 6.22% |
| 5 | Consumer Discretionary | 6.18% |
