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
126
$2.65M 0.15%
32,243
-10,035
127
$2.65M 0.15%
9,946
-167
128
$2.63M 0.15%
101,214
+1,245
129
$2.61M 0.15%
105,444
-645
130
$2.58M 0.15%
220,062
-558
131
$2.53M 0.15%
19,539
+88
132
$2.52M 0.14%
39,171
-15,210
133
$2.51M 0.14%
102,945
-1,000
134
$2.5M 0.14%
104,743
+4,727
135
$2.49M 0.14%
98,352
+4,970
136
$2.47M 0.14%
16,535
137
$2.4M 0.14%
21,419
-575
138
$2.35M 0.13%
93,731
+4,500
139
$2.31M 0.13%
14,190
+972
140
$2.3M 0.13%
49,383
-8,532
141
$2.29M 0.13%
197,754
+5,652
142
$2.28M 0.13%
69,500
-148,700
143
$2.19M 0.13%
13,500
-1,611
144
$2.19M 0.13%
15,143
-2,813
145
$2.16M 0.12%
86,692
-1,105
146
$2.14M 0.12%
27,161
+876
147
$2.13M 0.12%
10,478
-1,189
148
$2.1M 0.12%
11,654
+2,780
149
$2.08M 0.12%
82,360
+4,416
150
$2.07M 0.12%
40,544
-460
4 5
6
7 8