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
$1.75B
AUM Growth
+$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
551
New
Increased
Reduced
Closed

Top Buys

1
+$22.6M
2
+$6.3M
3
+$4.93M
4
AMGN icon
Amgen
AMGN
+$4.84M
5
XLI icon
Industrial Select Sector SPDR Fund
XLI
+$3.02M

Top Sells

1
+$7.35M
2
+$4.89M
3
+$4.11M
4
BGCA.CL
BGC Partners, Inc.
BGCA.CL
+$3.49M
5
BANC.PRC.CL
Banc of California, Inc.
BANC.PRC.CL
+$2.5M

Sector Composition

1 Technology 10.71%
2 Healthcare 8.62%
3 Industrials 6.71%
4 Financials 6.22%
5 Consumer Discretionary 6.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$506K 0.03%
8,413
+3
327
$505K 0.03%
6,309
+100
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329
$502K 0.03%
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330
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5,858
-1,316
331
$500K 0.03%
19,811
+200
332
$499K 0.03%
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333
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6,328
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334
$485K 0.03%
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335
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337
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339
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340
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2,780
341
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344
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345
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17,179
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346
$447K 0.03%
2,383
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347
$447K 0.03%
17,417
348
$447K 0.03%
17,425
+200
349
$445K 0.03%
17,757
+1,772
350
$440K 0.03%
16,760
12 13
14
15 16