Equal-WT
WhaleScore 2.0
?
KCM Investment Advisors is based out of Greenbrae. KCM Investment Advisors is a hedge fund with 1923 clients and discretionary assets under management (AUM) of $5,181,125,856 (Form ADV from 2023-08-17). Their last reported 13F filing for Q4 2023 included $2,511,005,582 in managed 13F securities
and a top 10 holdings concentration of 32.34%. KCM Investment Advisors's largest holding is Apple Inc with shares held of 950,511. Whalewisdom has at least 100 13F filings, 2 13D filings, and 8 13G filings
2023-12-31
Top Buys (13F)
Name | % Change |
---|---|
XLK The Technology Selec | 0.46% |
SPY SPDR S&P 500 ETF TRU | 0.21% |
VGT VANGUARD INFORMATION | 0.15% |
VFH VANGUARD FINANCIALS | 0.13% |
WM Waste Management, In | 0.11% |
2023-12-31
Top Sells (13F)
Name | % Change |
---|---|
ADP Automatic Data Proce | 0.24% |
PG Procter & Gamble Co. | 0.21% |
XLE The Energy Select Se | 0.21% |
DHR Danaher Corp. | 0.15% |
JNJ Johnson & Johnson Co | 0.15% |
2023-12-31
13F Holdings Summary
Name | $ Change |
---|---|
AAPL Apple Inc | 7.29% |
XLK The Technology Selec | 5.56% |
MSFT Microsoft Corp. | 4.82% |
COST Costco Co. | 3.31% |
VTI VANGUARD TOTAL STOCK | 2.11% |
2023-12-31
13F Activity
Market Value | $2.51b, Prior: $2.32b |
New Purchases | 13 stocks |
Added To | 84 stocks |
Sold out of | 13 stocks |
Reduced holdings in | 222 stocks |
Top 10 Holdings % | 32.34% |
Turnover %[1] | 7.12% |
Turnover Alt %[2] | 1.1% |
Time Held Top 20 | 20.8 quarters |
Time Held Top 10 | 15.5 quarters |
Time Held All | 38.44 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2023-12-31
13F Sector Allocation Over Time
2023-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31