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
Financial Select Sector SPDR Fund
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
301
$238K 0.01%
4,322
-404
302
$234K 0.01%
4,554
303
$234K 0.01%
+615
304
$233K 0.01%
2,000
305
$229K 0.01%
+6,939
306
$229K 0.01%
+4,165
307
$227K 0.01%
6,268
+4
308
$220K 0.01%
2,813
309
$219K 0.01%
1,855
310
$218K 0.01%
+5,269
311
$218K 0.01%
4,361
312
$218K 0.01%
2,196
313
$216K 0.01%
3,143
-275
314
$215K 0.01%
21,005
+500
315
$212K 0.01%
4,960
+68
316
$212K 0.01%
2,380
317
$212K 0.01%
2,571
318
$207K 0.01%
3,656
319
$207K 0.01%
+1,754
320
$206K 0.01%
4,710
-1,140
321
$205K 0.01%
+2,880
322
$201K 0.01%
3,583
-23
323
$135K 0.01%
13,450
324
$65K ﹤0.01%
53,000
325
– –
-4,975
10 11 12
13
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