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
51
$8.83M 0.51%
130,441
+274
52
$8.65M 0.5%
51,777
-59
53
$8.64M 0.49%
177,640
+10,116
54
$8.38M 0.48%
84,033
+458
55
$8.15M 0.47%
463,620
+9,550
56
$7.96M 0.46%
93,632
-1,136
57
$7.83M 0.45%
37,787
+23,342
58
$7.75M 0.44%
136,426
-5,031
59
$7.67M 0.44%
77,126
-1,363
60
$7.65M 0.44%
40,163
-2,204
61
$7.45M 0.43%
111,315
-4,009
62
$7.28M 0.42%
125,652
+7,792
63
$7.2M 0.41%
24,585
-134
64
$7.16M 0.41%
261,986
-1,121
65
$6.99M 0.4%
270,348
-493
66
$6.95M 0.4%
56,959
-564
67
$6.9M 0.4%
247,350
-5,791
68
$6.89M 0.39%
164,810
-3,462
69
$6.76M 0.39%
128,096
+2,806
70
$6.54M 0.37%
44,656
-2,279
71
$6.54M 0.37%
18,899
+118
72
$6.46M 0.37%
108,240
-5,200
73
$6.4M 0.37%
237,008
-4,000
74
$6.23M 0.36%
64,702
-708
75
$6.22M 0.36%
38,992
-3,535
1 2
3
4 5