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
126
$2.29M 0.14%
44,975
+2,414
127
$2.26M 0.14%
51,652
-1,379
128
$2.14M 0.13%
13,638
129
$2.05M 0.12%
16,203
-263
130
$2.02M 0.12%
36,861
+3,069
131
$1.94M 0.12%
6,583
+270
132
$1.91M 0.11%
40,548
+4
133
$1.9M 0.11%
14,277
+1,747
134
$1.89M 0.11%
11,152
+7,247
135
$1.81M 0.11%
6,189
+1,025
136
$1.8M 0.11%
25,415
+5,672
137
$1.79M 0.11%
13,800
+4
138
$1.77M 0.11%
33,180
-6,820
139
$1.7M 0.1%
43,790
+150
140
$1.7M 0.1%
89,355
141
$1.66M 0.1%
8,050
+1,428
142
$1.65M 0.1%
24,795
+1,417
143
$1.62M 0.1%
12,310
-477
144
$1.6M 0.1%
9,665
+144
145
$1.6M 0.1%
39,823
+2,275
146
$1.53M 0.09%
8,475
147
$1.52M 0.09%
39,907
+2,957
148
$1.5M 0.09%
12,987
+750
149
$1.49M 0.09%
23,712
+46
150
$1.49M 0.09%
13,005
-425
4 5
6
7 8