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
401
$303K 0.02%
1,024
402
$302K 0.02%
11,741
+861
403
$301K 0.02%
2,415
404
$301K 0.02%
+12,990
405
$298K 0.02%
11,725
-3,739
406
$296K 0.02%
2,745
407
$295K 0.02%
3,299
+285
408
$292K 0.02%
11,738
-478
409
$292K 0.02%
11,909
+1,562
410
$288K 0.02%
+7,030
411
$287K 0.02%
4,674
412
$283K 0.02%
4,168
+150
413
$283K 0.02%
4,924
-690
414
$281K 0.02%
9,784
415
$280K 0.02%
10,772
+2,511
416
$279K 0.02%
12,025
+40
417
$278K 0.02%
10,530
+50
418
$275K 0.02%
5,797
+1,327
419
$274K 0.02%
+6,222
420
$268K 0.02%
3,360
421
$266K 0.02%
+2,403
422
$263K 0.02%
6,500
423
$263K 0.02%
9,887
+526
424
$262K 0.02%
4,492
+752
425
$261K 0.01%
3,500
15 16
17
18 19