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
76
$6.51M 0.39%
37,283
+3,626
77
$6.16M 0.37%
32,962
+3,704
78
$6.09M 0.36%
88,197
+14,383
79
$6.08M 0.36%
41,695
+7,626
80
$5.84M 0.35%
40,404
-125
81
$5.75M 0.34%
32,075
+5,044
82
$5.75M 0.34%
52,681
-111
83
$5.73M 0.34%
37,791
+742
84
$5.52M 0.33%
31,718
+7,385
85
$5.34M 0.32%
28,914
-573
86
$5.33M 0.32%
35,864
+9,288
87
$4.98M 0.3%
62,285
+12,306
88
$4.88M 0.29%
35,779
-828
89
$4.75M 0.28%
61,224
+4,998
90
$4.37M 0.26%
25,145
+452
91
$4.31M 0.26%
59,308
+265
92
$4.2M 0.25%
36,737
+422
93
$4.19M 0.25%
76,698
-41,422
94
$4.04M 0.24%
58,866
+2,216
95
$3.89M 0.23%
105,671
-3,600
96
$3.84M 0.23%
8,175
+96
97
$3.79M 0.23%
64,397
+481
98
$3.72M 0.22%
13,811
+37
99
$3.39M 0.2%
40,709
+828
100
$3.38M 0.2%
13,754
+239
2 3
4
5 6