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
$1.67B
AUM Growth
+$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
333
New
Increased
Reduced
Closed

Top Buys

1
+$8.85M
2
+$6.43M
3
+$4.22M
4
XLF icon
State Street Financial Select Sector SPDR ETF
XLF
+$4.13M
5
KRC icon
Kilroy Realty
KRC
+$3.72M

Top Sells

1
+$4.74M
2
+$4.01M
3
+$3.63M
4
WBA
Walgreens Boots Alliance
WBA
+$2.26M
5
OXY icon
Occidental Petroleum
OXY
+$1.15M

Sector Composition

1 Technology 11.77%
2 Healthcare 7.97%
3 Consumer Staples 7.64%
4 Industrials 7.4%
5 Consumer Discretionary 7.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$314K 0.02%
5,358
-230
277
$301K 0.02%
+1,263
278
$295K 0.02%
4,797
-906
279
$293K 0.02%
1,400
+150
280
$290K 0.02%
12,000
281
$288K 0.02%
2,768
-76
282
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+6,282
283
$283K 0.02%
8,700
-7,500
284
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1,371
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285
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3,360
286
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4,355
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287
$274K 0.02%
955
288
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6,225
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289
$269K 0.02%
2,881
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290
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2,445
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291
$266K 0.02%
7,688
292
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11,404
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293
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294
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935
295
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1,892
296
$253K 0.02%
10,325
-8
297
$252K 0.02%
13,430
-1,510
298
$250K 0.02%
2,465
-15
299
$241K 0.01%
2,612
-367
300
$239K 0.01%
739
-133
10 11
12
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