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
76
$5.64M 0.34%
298,870
+8,870
77
$5.63M 0.34%
22,273
+4,332
78
$5.45M 0.33%
121,036
-1,929
79
$5.44M 0.33%
101,533
+4,587
80
$5.42M 0.33%
86,313
-621
81
$5.39M 0.33%
207,153
+12,235
82
$5.33M 0.33%
213,620
-2,120
83
$5.29M 0.32%
4,068
+708
84
$5.22M 0.32%
88,491
+65
85
$5.22M 0.32%
207,768
-133
86
$5.17M 0.32%
67,969
-962
87
$5.09M 0.31%
98,298
-1,112
88
$5.06M 0.31%
172,394
-2,888
89
$5.03M 0.31%
37,203
+1,546
90
$5.01M 0.31%
149,110
+20,332
91
$4.9M 0.3%
87,116
-3,135
92
$4.89M 0.3%
175,678
-7,942
93
$4.83M 0.3%
75,249
-4,301
94
$4.74M 0.29%
178,253
-190
95
$4.72M 0.29%
32,423
+1,024
96
$4.7M 0.29%
93,933
-10,538
97
$4.56M 0.28%
24,443
+1,779
98
$4.43M 0.27%
51,813
-1,987
99
$4.32M 0.26%
166,219
-900
100
$4.21M 0.26%
163,909
+77,904
2 3
4
5 6