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
$2.71B
AUM Growth
+$196M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
389
New
Increased
Reduced
Closed

Top Buys

1
+$11.9M
2
+$2.95M
3
+$2.59M
4
TMUS icon
T-Mobile US
TMUS
+$1.92M
5
XLC icon
The Communication Services Select Sector SPDR Fund
XLC
+$1.8M

Top Sells

1
+$4.9M
2
+$4.16M
3
+$3.77M
4
KRC icon
Kilroy Realty
KRC
+$2.8M
5
WFC.PRL icon
Wells Fargo 7.5% Non Cumv Perp Conv
WFC.PRL
+$2.78M

Sector Composition

1 Technology 17.7%
2 Healthcare 8.06%
3 Consumer Staples 8.03%
4 Consumer Discretionary 7.59%
5 Industrials 7.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$2.87M 0.11%
20,922
-185
127
$2.85M 0.11%
12,502
+1,959
128
$2.84M 0.1%
10,576
-36
129
$2.76M 0.1%
40,440
+1,185
130
$2.73M 0.1%
35,557
-177
131
$2.7M 0.1%
64,176
132
$2.66M 0.1%
6,379
-545
133
$2.6M 0.1%
27,656
-1,299
134
$2.57M 0.1%
5,654
-102
135
$2.57M 0.09%
44,181
-102
136
$2.52M 0.09%
41,543
-742
137
$2.46M 0.09%
19,601
-668
138
$2.44M 0.09%
34,038
+941
139
$2.41M 0.09%
87,661
+1,253
140
$2.37M 0.09%
11,135
+2,019
141
$2.35M 0.09%
40,608
-4,474
142
$2.3M 0.09%
14,109
+11,773
143
$2.3M 0.08%
31,996
-362
144
$2.27M 0.08%
8,990
-284
145
$2.2M 0.08%
13,216
-277
146
$2.15M 0.08%
45,831
+774
147
$2.15M 0.08%
10,651
+794
148
$2.12M 0.08%
48,929
+1,475
149
$2.11M 0.08%
5,316
150
$2.1M 0.08%
20,884
+9,605
4 5
6
7 8