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
101
$3.54M 0.2%
62,146
-1,696
102
$3.43M 0.2%
136,343
+200
103
$3.38M 0.19%
63,926
-990
104
$3.31M 0.19%
128,439
+1,102
105
$3.28M 0.19%
54,351
+1,269
106
$3.26M 0.19%
15,322
+200
107
$3.25M 0.19%
47,960
-890
108
$3.15M 0.18%
51,804
-6,743
109
$3.11M 0.18%
28,953
-764
110
$3.06M 0.18%
23,590
-3,193
111
$3.05M 0.17%
65,831
-175
112
$3.03M 0.17%
45,398
-14,757
113
$3.02M 0.17%
11,017
-1,836
114
$3.02M 0.17%
54,301
115
$2.99M 0.17%
34,375
+35
116
$2.98M 0.17%
117,023
+2,127
117
$2.95M 0.17%
18,334
-900
118
$2.89M 0.17%
48,668
+229
119
$2.81M 0.16%
54,554
-16,963
120
$2.78M 0.16%
21,073
-10,074
121
$2.77M 0.16%
106,620
+11,475
122
$2.73M 0.16%
30,998
-6,126
123
$2.73M 0.16%
106,875
+2,950
124
$2.72M 0.16%
41,338
-8
125
$2.68M 0.15%
16,302
-2,964
3 4
5
6 7