KIA

KCM Investment Advisors Portfolio holdings

AUM $2.98B
1-Year Est. Return 16.3%
This Quarter Est. Return
1 Year Est. Return
+16.3%
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
1
$50.8M 3.1%
297,125
-589
2
$39M 2.39%
1,013,468
-11,688
3
$34.9M 2.13%
632,425
-9,463
4
$34.3M 2.1%
263,909
-1,494
5
$31M 1.89%
524,287
+93,595
6
$30.6M 1.87%
260,495
+804
7
$29M 1.77%
586,076
-1,124
8
$27.5M 1.68%
301,938
-3,787
9
$26.6M 1.62%
356,677
+10,958
10
$23.1M 1.41%
131,384
+2,820
11
$20M 1.22%
182,840
-725
12
$19.7M 1.2%
119,770
+1,720
13
$18.8M 1.15%
114,647
+3,656
14
$18.6M 1.14%
292,435
-2,655
15
$18M 1.1%
13,675
-79
16
$17.7M 1.08%
136,808
+76
17
$17.7M 1.08%
150,077
+3,162
18
$17.1M 1.05%
171,186
-1,637
19
$16.4M 1%
448,676
+1,540
20
$16M 0.98%
204,261
-3,510
21
$15.9M 0.97%
231,919
+5,232
22
$15.5M 0.95%
133,612
-15,840
23
$15.2M 0.93%
97,270
-661
24
$15.1M 0.92%
397,288
-5,926
25
$15.1M 0.92%
152,853
-2,866
1
2 3 4 5