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
176
$1.59M 0.09%
21,376
+385
177
$1.55M 0.09%
10,313
-1,778
178
$1.54M 0.09%
11,021
+5,439
179
$1.54M 0.09%
60,164
+5,325
180
$1.5M 0.09%
12,762
-275
181
$1.49M 0.09%
58,225
-875
182
$1.48M 0.08%
58,725
+1,225
183
$1.48M 0.08%
57,890
+3,600
184
$1.48M 0.08%
58,739
-1,950
185
$1.47M 0.08%
58,880
-1,864
186
$1.47M 0.08%
5,571
187
$1.46M 0.08%
57,012
-245
188
$1.45M 0.08%
26,025
189
$1.45M 0.08%
4,099
190
$1.45M 0.08%
62,675
-275
191
$1.45M 0.08%
69,180
+1,230
192
$1.44M 0.08%
56,798
+12,460
193
$1.44M 0.08%
55,819
-1,225
194
$1.43M 0.08%
23,512
+46
195
$1.42M 0.08%
30,139
+2,532
196
$1.41M 0.08%
8,675
+125
197
$1.4M 0.08%
37,726
-375
198
$1.39M 0.08%
9,402
+5,803
199
$1.36M 0.08%
20,018
-257
200
$1.35M 0.08%
24,593
-270
6 7
8
9 10