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
451
$223K 0.01%
8,595
-35
452
$222K 0.01%
3,021
453
$221K 0.01%
8,620
-28
454
$218K 0.01%
+2,196
455
$218K 0.01%
8,450
-100
456
$217K 0.01%
+8,008
457
$217K 0.01%
8,696
-593
458
$216K 0.01%
8,200
459
$215K 0.01%
2,380
460
$214K 0.01%
+955
461
$212K 0.01%
4,960
-751
462
$210K 0.01%
8,900
+100
463
$210K 0.01%
6,441
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464
$209K 0.01%
11,770
-420
465
$205K 0.01%
+8,100
466
$203K 0.01%
+5,873
467
$203K 0.01%
5,806
-225
468
$203K 0.01%
3,684
-2,514
469
$202K 0.01%
+2,186
470
$202K 0.01%
7,985
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471
$201K 0.01%
+8,000
472
$191K 0.01%
10,000
473
$185K 0.01%
12,429
474
$101K 0.01%
10,905
+300
475
$75K ﹤0.01%
14,293
-400
17 18
19
20 21