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
151
$2.38M 0.15%
90,781
-400
152
$2.36M 0.14%
41,635
+630
153
$2.33M 0.14%
23,244
-169
154
$2.3M 0.14%
16,256
+1
155
$2.29M 0.14%
12,412
-825
156
$2.29M 0.14%
62,591
+525
157
$2.28M 0.14%
25,579
-1,155
158
$2.25M 0.14%
88,787
+1,701
159
$2.22M 0.14%
17,146
+29
160
$2.17M 0.13%
82,623
+41
161
$2.14M 0.13%
214,020
+780
162
$2.13M 0.13%
78,688
-600
163
$2.09M 0.13%
64,744
-800
164
$2.09M 0.13%
33,282
+1
165
$2.08M 0.13%
81,875
-900
166
$2.05M 0.13%
35,403
167
$2.05M 0.13%
43,793
-987
168
$2.02M 0.12%
62,720
+4,654
169
$2M 0.12%
77,097
-50
170
$1.98M 0.12%
194,880
+36
171
$1.95M 0.12%
9,975
-657
172
$1.94M 0.12%
17,420
+3
173
$1.94M 0.12%
71,132
+42
174
$1.94M 0.12%
66,287
-4,435
175
$1.93M 0.12%
76,664
+1,875
5 6
7
8 9