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
$1.64B
AUM Growth
+$40.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
558
New
Increased
Reduced
Closed

Top Buys

1
+$10.3M
2
+$6.35M
3
+$5.53M
4
AMZN icon
Amazon
AMZN
+$3.25M
5
XLF icon
Financial Select Sector SPDR Fund
XLF
+$2.04M

Top Sells

1
+$9.14M
2
+$8.24M
3
+$6.96M
4
CHSP.PRA.CL
Chesapeake Lodging Trust
CHSP.PRA.CL
+$4.59M
5
SIVB
SVB Financial Group
SIVB
+$4.21M

Sector Composition

1 Healthcare 9.96%
2 Consumer Staples 8.41%
3 Technology 8.28%
4 Communication Services 7.75%
5 Industrials 7.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$14.7M 0.9%
163,348
+21,696
27
$14.5M 0.89%
110,215
-487
28
$13.8M 0.84%
154,763
-2,075
29
$13.7M 0.84%
530,829
+79,075
30
$13.7M 0.84%
167,281
+20,162
31
$13.4M 0.82%
890,784
-1,214
32
$13.4M 0.82%
104,056
+371
33
$13.1M 0.8%
169,526
+6,802
34
$13M 0.79%
141,842
+175
35
$12.5M 0.76%
130,512
-609
36
$11.9M 0.73%
154,689
+12,824
37
$11.8M 0.72%
213,352
+2,741
38
$11.5M 0.7%
35,213
+152
39
$11.2M 0.69%
210,531
-1,284
40
$11M 0.67%
78,465
+73,813
41
$10.8M 0.66%
151,766
+18,276
42
$10.5M 0.64%
87,322
+2,115
43
$9.79M 0.6%
119,412
-4,146
44
$9.73M 0.59%
199,880
+14,700
45
$9.68M 0.59%
132,815
-1,450
46
$9.62M 0.59%
151,638
-9,325
47
$9.49M 0.58%
280,331
-6,898
48
$9.18M 0.56%
82,397
-1,401
49
$9.16M 0.56%
176,769
-1,400
50
$8.56M 0.52%
140,162
-5,864
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