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
301
$356K 0.01%
5,957
-24
302
$355K 0.01%
2,415
-10
303
$355K 0.01%
5,265
304
$354K 0.01%
3,868
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305
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306
$351K 0.01%
8,296
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307
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2,473
308
$344K 0.01%
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309
$339K 0.01%
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310
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1,316
311
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+1,566
312
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3,227
-64
313
$319K 0.01%
2,203
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314
$318K 0.01%
1,409
315
$318K 0.01%
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316
$311K 0.01%
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320
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321
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322
$290K 0.01%
639
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323
$289K 0.01%
6,761
-141
324
$285K 0.01%
6,939
325
$284K 0.01%
1,760
+250
11 12
13
14 15