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
51
$8.53M 0.52%
81,677
+13,377
52
$8.48M 0.52%
332,588
-3,165
53
$8.43M 0.52%
175,280
+67,580
54
$8.38M 0.51%
33,372
+684
55
$8.12M 0.5%
320,613
-6,354
56
$8.08M 0.49%
517,947
+10,161
57
$7.94M 0.49%
273,812
-3,576
58
$7.91M 0.48%
203,702
-14,786
59
$7.83M 0.48%
83,573
+327
60
$7.77M 0.48%
51,472
+2,146
61
$7.7M 0.47%
260,309
-5,509
62
$7.55M 0.46%
78,962
+9,005
63
$7.51M 0.46%
49,637
-5
64
$7.43M 0.45%
258,916
+422
65
$7.22M 0.44%
134,377
-602
66
$7.18M 0.44%
249,733
-700
67
$7.06M 0.43%
130,781
+4,513
68
$6.97M 0.43%
263,184
+1,761
69
$6.93M 0.42%
33,796
+30,995
70
$6.69M 0.41%
60,201
-1,755
71
$6.62M 0.4%
85,105
+3,117
72
$6.16M 0.38%
45,348
-824
73
$5.83M 0.36%
121,520
-2,100
74
$5.73M 0.35%
18,467
-394
75
$5.69M 0.35%
73,960
-16,909
1 2
3
4 5