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
276
$407K 0.02%
7,018
-177
277
$406K 0.02%
7,437
+12
278
$405K 0.02%
2,287
279
$405K 0.02%
17,804
+1,610
280
$400K 0.01%
27,995
+2,150
281
$398K 0.01%
+2,766
282
$398K 0.01%
7,409
+994
283
$397K 0.01%
695
284
$392K 0.01%
3,190
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285
$391K 0.01%
6,217
-125
286
$390K 0.01%
7,860
287
$387K 0.01%
4,049
288
$387K 0.01%
1,580
-915
289
$385K 0.01%
2,283
+183
290
$383K 0.01%
+5,714
291
$382K 0.01%
8,769
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292
$380K 0.01%
6,297
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293
$379K 0.01%
10,575
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294
$378K 0.01%
4,475
295
$377K 0.01%
6,200
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296
$375K 0.01%
20,939
297
$374K 0.01%
1,467
+108
298
$371K 0.01%
3,034
+30
299
$369K 0.01%
10,278
+924
300
$365K 0.01%
2,332
+82
10 11
12
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