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
351
$436K 0.03%
6,895
352
$434K 0.02%
15,953
-20,442
353
$432K 0.02%
6,712
+1,679
354
$429K 0.02%
16,302
-2,441
355
$422K 0.02%
16,834
+1,926
356
$421K 0.02%
16,725
+2,100
357
$418K 0.02%
3,186
+1,421
358
$416K 0.02%
15,039
-10,782
359
$415K 0.02%
2,300
-100
360
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21,916
-4,271
361
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362
$414K 0.02%
15,900
-800
363
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10,295
364
$411K 0.02%
+41,308
365
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404
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366
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16,832
-7,684
367
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15,277
368
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10,380
369
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6,103
-90
370
$393K 0.02%
15,574
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371
$392K 0.02%
4,127
372
$390K 0.02%
15,080
+5,080
373
$380K 0.02%
13,472
-125
374
$379K 0.02%
15,125
375
$377K 0.02%
9,575
13 14
15
16 17