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
26
$17.3M 0.99%
13,420
+48
27
$16.4M 0.94%
196,470
-4,001
28
$16.1M 0.92%
102,974
+1,378
29
$15.9M 0.91%
105,682
+363
30
$15M 0.86%
89,385
-3,803
31
$14.8M 0.85%
131,542
+834
32
$14.8M 0.85%
174,982
-3,036
33
$14.2M 0.81%
193,668
+301
34
$13.3M 0.76%
35,662
+6,605
35
$13.1M 0.75%
216,880
+3,080
36
$13.1M 0.75%
138,152
-7,670
37
$12.6M 0.72%
83,628
+41,988
38
$12.3M 0.7%
858,129
-32,839
39
$12.2M 0.7%
124,567
-2,062
40
$12.1M 0.69%
106,127
+603
41
$12M 0.69%
32,689
-551
42
$11.6M 0.66%
209,886
-1,716
43
$11.4M 0.65%
183,805
-8,163
44
$10.8M 0.62%
148,096
-11,923
45
$10.6M 0.61%
90,974
-604
46
$9.79M 0.56%
101,952
+1,625
47
$9.65M 0.55%
74,356
-3,398
48
$9.48M 0.54%
32,619
-319
49
$8.89M 0.51%
301,803
-398
50
$8.86M 0.51%
90,042
+1,525
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