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
$1.67B
AUM Growth
+$123M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
333
New
Increased
Reduced
Closed

Top Buys

1
+$8.85M
2
+$6.43M
3
+$4.22M
4
XLF icon
Financial Select Sector SPDR Fund
XLF
+$4.13M
5
KRC icon
Kilroy Realty
KRC
+$3.72M

Top Sells

1
+$4.74M
2
+$4.01M
3
+$3.63M
4
WBA
Walgreens Boots Alliance
WBA
+$2.26M
5
OXY icon
Occidental Petroleum
OXY
+$1.15M

Sector Composition

1 Technology 11.77%
2 Healthcare 7.97%
3 Consumer Staples 7.64%
4 Industrials 7.4%
5 Consumer Discretionary 7.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$20.6M 1.24%
104,453
+990
27
$18.8M 1.12%
242,417
+19,457
28
$18.6M 1.11%
89,349
-656
29
$17.8M 1.07%
13,046
-29
30
$17.7M 1.06%
158,672
+12,287
31
$17.6M 1.05%
48,271
+5,604
32
$17M 1.02%
354,777
+6,573
33
$16.5M 0.99%
107,596
+1,415
34
$16.4M 0.98%
194,737
+2,202
35
$15.8M 0.95%
187,994
+8,769
36
$14.9M 0.89%
111,807
+2,906
37
$14.9M 0.89%
171,852
+13,117
38
$14.5M 0.87%
216,511
+8,619
39
$13.4M 0.8%
247,060
+13,220
40
$12.7M 0.76%
60,071
+16,498
41
$12.4M 0.74%
122,963
-82
42
$12.4M 0.74%
147,917
+13,609
43
$12M 0.72%
53,192
+270
44
$11.8M 0.71%
139,073
+104,123
45
$11.3M 0.68%
31,937
-975
46
$11.1M 0.67%
761,999
+19,579
47
$10.8M 0.65%
293,580
+81,630
48
$10.6M 0.64%
57,598
+6,943
49
$10.2M 0.61%
187,255
+11,907
50
$10M 0.6%
102,789
+1,619
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