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Home > Institutional Investor > Kcm Investment Advisors Llc > Profile

Instuitional Investor - Kcm Investment Advisors Llc

Fund Profile
Filing Period:
Fund Name: Kcm Investment Advisors Llc
Portfolio Value $2,511,005,582
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 950,511 $183,001,879 7.28%
2.
Sector Spdr Trust
 XLB 725,257 $139,597,476 5.55%
3.
Microsoft Corp
 MSFT 322,049 $121,103,425 4.82%
4.
Costco Wholesale Corp W
 COST 125,782 $83,026,445 3.3%
5.
Vanguard Index Fds
 223,015 $52,903,545 2.1%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)