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
201
$718K 0.04%
4,950
-1,475
202
$717K 0.04%
9,132
-2,369
203
$711K 0.04%
+14,889
204
$702K 0.04%
14,382
205
$702K 0.04%
7,814
+230
206
$678K 0.04%
10,414
+449
207
$670K 0.04%
10,445
-9,380
208
$663K 0.04%
5,774
-210
209
$651K 0.04%
18,034
+4,268
210
$642K 0.04%
3,909
-85
211
$630K 0.04%
11,566
-18,585
212
$626K 0.04%
5,805
-1,871
213
$619K 0.04%
+12,500
214
$615K 0.04%
6,972
+360
215
$611K 0.04%
3,543
+3
216
$600K 0.04%
51,300
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217
$599K 0.04%
5,776
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218
$594K 0.04%
8,489
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219
$590K 0.04%
11,916
220
$582K 0.03%
4,373
-1,455
221
$581K 0.03%
+5,009
222
$573K 0.03%
32,874
+9,014
223
$572K 0.03%
18,635
+6,197
224
$567K 0.03%
4,146
-650
225
$546K 0.03%
5,368
+100
7 8
9
10 11