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
151
$1.99M 0.11%
+95,468
152
$1.96M 0.11%
28,279
+16,613
153
$1.94M 0.11%
77,475
-1,600
154
$1.94M 0.11%
+78,325
155
$1.94M 0.11%
36,757
+9,959
156
$1.93M 0.11%
74,974
-25
157
$1.91M 0.11%
75,411
-1,822
158
$1.91M 0.11%
10,568
+6,388
159
$1.9M 0.11%
47,210
-550
160
$1.88M 0.11%
24,528
+1,473
161
$1.88M 0.11%
72,398
-1,079
162
$1.87M 0.11%
73,550
-1,000
163
$1.81M 0.1%
17,692
-1,386
164
$1.8M 0.1%
9,235
+173
165
$1.77M 0.1%
38,350
+245
166
$1.77M 0.1%
69,027
-1,400
167
$1.77M 0.1%
70,064
-100
168
$1.76M 0.1%
58,244
-1,300
169
$1.76M 0.1%
16,555
+81
170
$1.74M 0.1%
68,366
+47
171
$1.73M 0.1%
89,916
+3
172
$1.7M 0.1%
6,308
+110
173
$1.68M 0.1%
67,139
+5,678
174
$1.65M 0.09%
64,311
+179
175
$1.6M 0.09%
61,207
+1,986
5 6
7
8 9