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
176
$1.91M 0.12%
47,075
-2,594
177
$1.91M 0.12%
73,456
+16,627
178
$1.9M 0.12%
73,892
-967
179
$1.9M 0.12%
32,781
-1,140
180
$1.89M 0.12%
69,802
-1,100
181
$1.88M 0.11%
73,686
-1,909
182
$1.86M 0.11%
41,804
+1,904
183
$1.83M 0.11%
19,629
-395
184
$1.82M 0.11%
70,106
+5,050
185
$1.8M 0.11%
71,037
-500
186
$1.77M 0.11%
69,783
-614
187
$1.71M 0.1%
64,159
-840
188
$1.71M 0.1%
63,412
-786
189
$1.69M 0.1%
47,240
+705
190
$1.68M 0.1%
14,467
-4,096
191
$1.66M 0.1%
60,935
+5,075
192
$1.62M 0.1%
12,903
+972
193
$1.61M 0.1%
13,228
+100
194
$1.59M 0.1%
61,194
+1,635
195
$1.57M 0.1%
63,167
+1,526
196
$1.56M 0.1%
40,486
-237,551
197
$1.55M 0.1%
53,554
+20
198
$1.53M 0.09%
16,951
+225
199
$1.52M 0.09%
12,730
-3,240
200
$1.5M 0.09%
89,901
+3
6 7
8
9 10