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
76
$6.14M 0.35%
4,745
+138
77
$5.97M 0.34%
37,519
+1,933
78
$5.92M 0.34%
234,526
+11,252
79
$5.82M 0.33%
31,325
-1,361
80
$5.38M 0.31%
304,836
-7,020
81
$5.34M 0.31%
47,744
-4,374
82
$5.31M 0.3%
31,190
-4,721
83
$5.29M 0.3%
25,612
-428
84
$5.29M 0.3%
72,393
-1,600
85
$5.08M 0.29%
44,204
-4,713
86
$4.97M 0.28%
707,920
+152,120
87
$4.93M 0.28%
+56,685
88
$4.92M 0.28%
132,501
-15,764
89
$4.73M 0.27%
23,368
+4,433
90
$4.72M 0.27%
191,114
+744
91
$4.68M 0.27%
205,861
-4,886
92
$4.66M 0.27%
30,562
+7
93
$4.63M 0.27%
59,854
-1,286
94
$4.58M 0.26%
35,846
+46
95
$4.54M 0.26%
21,222
+166
96
$4.32M 0.25%
153,689
-916
97
$4.2M 0.24%
164,629
-4,035
98
$3.97M 0.23%
126,903
+60,972
99
$3.66M 0.21%
14,360
-320
100
$3.64M 0.21%
17,781
-87
2 3
4
5 6