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
$2.71B
AUM Growth
+$196M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
389
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$2.95M
3
+$2.59M
4
TMUS icon
T-Mobile US
TMUS
+$1.92M
5
XLC icon
State Street Communication Services Select Sector SPDR ETF
XLC
+$1.8M

Top Sells

1
+$4.9M
2
+$4.16M
3
+$3.77M
4
KRC icon
Kilroy Realty
KRC
+$2.8M
5
WFC.PRL icon
Wells Fargo 7.5% Non Cumv Perp Conv
WFC.PRL
+$2.78M

Sector Composition

1 Technology 17.7%
2 Healthcare 8.06%
3 Consumer Staples 8.03%
4 Consumer Discretionary 7.59%
5 Industrials 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$557K 0.02%
3,199
+108
252
$548K 0.02%
6,363
+37
253
$515K 0.02%
3,303
-206
254
$512K 0.02%
7,319
+1,109
255
$484K 0.02%
2,019
256
$484K 0.02%
1,954
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257
$482K 0.02%
4,750
-291
258
$480K 0.02%
2,331
-30
259
$478K 0.02%
5,038
+87
260
$476K 0.02%
4,652
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261
$475K 0.02%
7,018
-100
262
$471K 0.02%
7,447
+1,224
263
$469K 0.02%
4,247
-548
264
$469K 0.02%
5,460
+1,220
265
$465K 0.02%
716
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266
$464K 0.02%
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267
$463K 0.02%
7,127
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268
$456K 0.02%
22,489
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269
$447K 0.02%
10,249
+4,911
270
$443K 0.02%
7,566
271
$439K 0.02%
22,041
-23,711
272
$430K 0.02%
1,912
273
$418K 0.02%
2,238
274
$415K 0.02%
1,000
275
$411K 0.02%
3,260
-1,225
9 10
11
12 13