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
126
$3.04M 0.19%
65,696
+2,050
127
$3M 0.18%
20,430
-144
128
$2.98M 0.18%
15,961
+688
129
$2.97M 0.18%
36,547
-4,549
130
$2.95M 0.18%
11,607
-1,848
131
$2.89M 0.18%
106,130
-2,783
132
$2.84M 0.17%
111,872
+7,401
133
$2.83M 0.17%
110,736
-1,559
134
$2.83M 0.17%
106,626
-175
135
$2.82M 0.17%
111,194
-1,500
136
$2.81M 0.17%
19,748
+49
137
$2.78M 0.17%
144,717
-41,545
138
$2.76M 0.17%
106,834
-198
139
$2.74M 0.17%
26,752
-2,702
140
$2.72M 0.17%
19,485
-725
141
$2.69M 0.16%
104,307
+50
142
$2.69M 0.16%
108,300
-3,345
143
$2.69M 0.16%
14,150
-305
144
$2.61M 0.16%
23,499
-2,611
145
$2.59M 0.16%
101,150
+9,150
146
$2.57M 0.16%
33,141
-999
147
$2.51M 0.15%
99,430
-2,150
148
$2.47M 0.15%
91,710
-2,550
149
$2.42M 0.15%
47,258
-1,868
150
$2.41M 0.15%
80,261
-40,130
4 5
6
7 8