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
326
$283K 0.01%
+645
327
$283K 0.01%
2,390
328
$281K 0.01%
1,892
-7
329
$281K 0.01%
975
330
$277K 0.01%
1,109
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331
$274K 0.01%
7,383
-29
332
$273K 0.01%
3,002
-307
333
$270K 0.01%
+8,272
334
$268K 0.01%
2,135
335
$268K 0.01%
2,077
-280
336
$265K 0.01%
2,923
-300
337
$263K 0.01%
+2,720
338
$260K 0.01%
3,005
339
$259K 0.01%
3,100
-78
340
$257K 0.01%
2,820
341
$254K 0.01%
13,828
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342
$252K 0.01%
+2,137
343
$249K 0.01%
3,540
344
$249K 0.01%
5,919
345
$247K 0.01%
3,708
346
$246K 0.01%
9,712
347
$245K 0.01%
+3,553
348
$239K 0.01%
5,076
-584
349
$239K 0.01%
1,495
-53
350
$237K 0.01%
3,835
12 13
14
15 16