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
101
$4.14M 0.25%
37,548
-757
102
$4.14M 0.25%
85,549
-2,466
103
$4.09M 0.25%
51,222
-720
104
$3.96M 0.24%
146,943
+12,650
105
$3.9M 0.24%
93,195
-1,421
106
$3.88M 0.24%
54,431
-1,165
107
$3.83M 0.23%
20,900
-693
108
$3.81M 0.23%
30,558
-313
109
$3.74M 0.23%
151,160
-1,892
110
$3.63M 0.22%
63,644
-1,000
111
$3.55M 0.22%
142,294
-3,843
112
$3.51M 0.21%
17,085
+94
113
$3.5M 0.21%
25,200
-11
114
$3.48M 0.21%
61,330
+4,162
115
$3.4M 0.21%
32,281
-289
116
$3.38M 0.21%
70,148
-3,928
117
$3.32M 0.2%
62,587
+9,667
118
$3.31M 0.2%
40,884
+89
119
$3.3M 0.2%
26,959
-380
120
$3.3M 0.2%
130,416
-400
121
$3.3M 0.2%
29,014
+3,059
122
$3.23M 0.2%
124,250
-1,800
123
$3.19M 0.19%
41,461
+3,664
124
$3.1M 0.19%
16,225
-800
125
$3.08M 0.19%
42,102
-3,113
3 4
5
6 7