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
176
$948K 0.06%
5,687
+1,603
177
$930K 0.06%
12,390
-53,393
178
$930K 0.06%
17,769
-1,354
179
$926K 0.06%
10,607
+4,023
180
$914K 0.05%
10,558
+91
181
$900K 0.05%
6,112
-438
182
$874K 0.05%
21,315
-2,488
183
$859K 0.05%
11,288
+1,421
184
$857K 0.05%
10,705
185
$856K 0.05%
14,436
+576
186
$849K 0.05%
2,890
-148
187
$829K 0.05%
17,664
-680
188
$816K 0.05%
39,059
+22,617
189
$801K 0.05%
30,620
+700
190
$789K 0.05%
17,756
+4,683
191
$787K 0.05%
51,225
+2,900
192
$782K 0.05%
+30,000
193
$780K 0.05%
6,132
+1,500
194
$777K 0.05%
+13,690
195
$776K 0.05%
15,428
-22,888
196
$769K 0.05%
12,778
-180
197
$757K 0.05%
6,106
+552
198
$748K 0.04%
+15,162
199
$743K 0.04%
49,905
+705
200
$731K 0.04%
8,774
-199
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8
9 10