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
101
$3.37M 0.2%
55,319
-2,306
102
$3.32M 0.2%
38,025
+1,947
103
$3.31M 0.2%
22,116
-345
104
$3.17M 0.19%
52,297
-235
105
$3.13M 0.19%
17,188
-88
106
$3.07M 0.18%
27,731
+15
107
$3.03M 0.18%
30,043
-1,388
108
$2.95M 0.18%
10,439
-215
109
$2.89M 0.17%
17,098
+612
110
$2.78M 0.17%
48,869
-950
111
$2.78M 0.17%
20,426
-645
112
$2.72M 0.16%
16,250
+2
113
$2.7M 0.16%
11,080
-778
114
$2.69M 0.16%
59,437
-2,600
115
$2.63M 0.16%
32,161
-1,009
116
$2.61M 0.16%
17,594
+151
117
$2.6M 0.16%
634,080
-91,520
118
$2.58M 0.15%
35,186
-1,690
119
$2.58M 0.15%
10,502
-1,085
120
$2.5M 0.15%
212,748
-264
121
$2.46M 0.15%
19,966
+1,723
122
$2.43M 0.15%
41,707
-560
123
$2.43M 0.15%
17,327
-926
124
$2.31M 0.14%
48,685
-934
125
$2.29M 0.14%
10,074
+1,164
3 4
5
6 7