KIA

KCM Investment Advisors Portfolio holdings

AUM $3.12B
1-Year Est. Return 19.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.36%
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
553
New
Increased
Reduced
Closed

Top Buys

1
+$22.8M
2
+$5.97M
3
+$4.89M
4
AMGN icon
Amgen
AMGN
+$4.6M
5
XLI icon
State Street Industrial Select Sector SPDR ETF
XLI
+$2.93M

Top Sells

1
+$7.15M
2
+$4.72M
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
426
$255K 0.01%
10,553
-685
427
$255K 0.01%
2,808
+2
428
$253K 0.01%
5,356
-105
429
$251K 0.01%
9,296
-762
430
$250K 0.01%
+10,216
431
$248K 0.01%
1,855
432
$248K 0.01%
1,400
433
$245K 0.01%
10,000
434
$243K 0.01%
7,523
-5,547
435
$241K 0.01%
4,719
+2
436
$241K 0.01%
965
437
$241K 0.01%
9,607
+1,058
438
$241K 0.01%
9,887
-393
439
$240K 0.01%
9,000
-400
440
$237K 0.01%
5,509
+405
441
$236K 0.01%
9,245
442
$235K 0.01%
9,042
-61
443
$232K 0.01%
2,000
444
$231K 0.01%
6,256
+2
445
$230K 0.01%
2,040
-69
446
$229K 0.01%
5,926
+55
447
$229K 0.01%
3,760
-32
448
$227K 0.01%
1,276
449
$226K 0.01%
9,116
-292
450
$225K 0.01%
+8,550
16 17
18
19 20