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
451
$225K 0.01%
+8,550
452
$223K 0.01%
8,595
-35
453
$222K 0.01%
3,021
454
$221K 0.01%
8,620
-28
455
$218K 0.01%
+2,196
456
$218K 0.01%
8,450
-100
457
$217K 0.01%
+8,008
458
$217K 0.01%
8,696
-593
459
$216K 0.01%
8,200
460
$215K 0.01%
2,380
461
$214K 0.01%
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462
$212K 0.01%
4,960
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463
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8,900
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464
$210K 0.01%
6,441
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465
$209K 0.01%
11,770
-420
466
$209K 0.01%
+8,000
467
$205K 0.01%
+8,100
468
$203K 0.01%
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469
$203K 0.01%
5,806
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470
$203K 0.01%
3,684
-2,514
471
$202K 0.01%
+2,186
472
$202K 0.01%
7,985
+6
473
$201K 0.01%
+8,000
474
$191K 0.01%
10,000
475
$185K 0.01%
12,429
17 18
19
20 21