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
51
$9.71M 0.58%
548,721
-2,067
52
$9.41M 0.56%
96,589
+1,270
53
$8.71M 0.52%
84,310
-2,625
54
$8.65M 0.52%
29,343
+32
55
$8.44M 0.51%
66,572
+1,904
56
$8.32M 0.5%
123,466
+1,040
57
$8.27M 0.5%
285,262
-6,320
58
$8.26M 0.49%
82,973
+255
59
$7.86M 0.47%
21,621
+867
60
$7.78M 0.47%
5,672
+717
61
$7.77M 0.47%
75,034
-365
62
$7.68M 0.46%
128,722
+30,815
63
$7.66M 0.46%
106,834
-1,366
64
$7.63M 0.46%
103,340
+50,425
65
$7.61M 0.46%
99,350
-1,214
66
$7.5M 0.45%
117,702
-74,419
67
$7.32M 0.44%
489,675
+12,630
68
$7.14M 0.43%
132,140
+22,700
69
$7.09M 0.42%
135,260
+3,040
70
$7.08M 0.42%
156,182
-11,862
71
$6.97M 0.42%
169,505
+7,329
72
$6.93M 0.42%
118,543
+22,559
73
$6.87M 0.41%
52,357
-582
74
$6.84M 0.41%
270,224
+10,614
75
$6.73M 0.4%
31,577
+9,784
1 2
3
4 5