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KCM INVESTMENT ADVISORS LLC

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GREENBRAE CA Investment Advisor Hedge Fund
13F Summary

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Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

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Equal-WT
WhaleScore 1.0 ?

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)

2023-12-31

Top Sells (13F)

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

Portfolio Performance