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
151
$1.42M 0.08%
67,520
-4,390
152
$1.37M 0.08%
7,091
-164
153
$1.35M 0.08%
11,715
-93
154
$1.34M 0.08%
5,061
-470
155
$1.31M 0.08%
10,211
+1,630
156
$1.29M 0.08%
8,197
+2,053
157
$1.26M 0.08%
20,353
-2,085
158
$1.26M 0.08%
16,877
+978
159
$1.19M 0.07%
22,086
-1,260
160
$1.19M 0.07%
30,314
+19,953
161
$1.15M 0.07%
16,588
162
$1.14M 0.07%
17,344
-599
163
$1.11M 0.07%
26,191
-47
164
$1.1M 0.07%
+3,072
165
$1.1M 0.07%
19,896
-200
166
$1.08M 0.06%
6,168
+30
167
$1.07M 0.06%
7,017
+270
168
$1.04M 0.06%
7,115
-300
169
$995K 0.06%
34,580
+2,060
170
$960K 0.06%
4,692
-90
171
$957K 0.06%
4,680
+2,325
172
$956K 0.06%
9,542
+1,076
173
$955K 0.06%
10,437
174
$952K 0.06%
4,069
-10
175
$951K 0.06%
25,868
+11,809
5 6
7
8 9