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
201
$1.49M 0.09%
+59,500
202
$1.48M 0.09%
45,656
+12,803
203
$1.48M 0.09%
34,093
+638
204
$1.48M 0.09%
55,427
205
$1.47M 0.09%
56,261
-550
206
$1.46M 0.09%
58,287
+190
207
$1.46M 0.09%
56,553
+8,592
208
$1.44M 0.09%
56,872
+2,097
209
$1.44M 0.09%
12,621
210
$1.44M 0.09%
18,704
-752
211
$1.4M 0.09%
4,470
+10
212
$1.4M 0.09%
46,038
+3,119
213
$1.39M 0.08%
9,381
+46
214
$1.37M 0.08%
20,723
+288
215
$1.36M 0.08%
8,726
+187
216
$1.35M 0.08%
51,330
+13,150
217
$1.34M 0.08%
52,803
+1,012
218
$1.34M 0.08%
50,497
-50
219
$1.33M 0.08%
27,594
-1,079
220
$1.31M 0.08%
23,344
+40
221
$1.31M 0.08%
23,755
+1,350
222
$1.3M 0.08%
26,541
-825
223
$1.26M 0.08%
41,359
224
$1.25M 0.08%
49,317
-286
225
$1.25M 0.08%
49,400
-700
7 8
9
10 11