Sign in:
Email
 Password  save:
  
 Company Reports 
 
   
My Recent Searches
  Help
 
   
 
 
 
     
Company Main View
  Name: KCM INVESTMENT ADVISORS LLC
  City: GREENBRAE
  State: CA
  Zip: 94904
   
Achive data
  View Filing Period:
  
 
Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $2,707,339,000
  Total Value Change : $196,326,000
  Securities Held Change : 11
   
All Securities Held : 376
  New Positions : 20
  Closed Positions : 13
  Increased Positions : 155
  Unchanged Positions : 49
  Decreased Positions : 152

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
 Download  
 
    Free Registration Required For Full Results

   
Holdings Found : 13     View All Holdings Currently Viewing:  Closed Positions     Page 1 of 1
     Menu
Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (VLTO)1 Year Chart         VLTO Veralto Corp 388 Closed $99.53 $0 0 0% -240,000 -2,914 0    N/A
   (DVN)1 Year Chart         DVN Devon Energy Corp 381 Closed $49.77 $0 0 0% -259,000 -5,714 0    Independent Oil & Gas
   (WTM)1 Year Chart         WTM White Mountains Insurance G... 387 Closed $1,778.99 $0 0 0% -208,000 -138 0    Property & Casualty I...
   (DDOG)1 Year Chart         DDOG Datadog, Inc. 380 Closed $0.00 $0 0 0% -507,000 -4,175 0    N/A
   (KRC)1 Year Chart         KRC Kilroy Realty Corp 386 Closed $33.42 $0 0 0% -2,798,000 -70,233 0    REIT - Diversified
   (BEP)1 Year Chart         BEP Brookfield Renewable Power 379 Closed $27.96 $0 0 0% -655,000 -24,919 0    N/A
   (VTV)1 Year Chart         VTV Vanguard Value VIPERS 385 Closed $163.06 $0 0 0% -207,000 -1,386 0    Closed - End Fund - E...
   (DEI)1 Year Chart         DEI Douglas Emmett Inc 378 Closed $14.17 $0 0 0% -372,000 -25,650 0    REIT - Diversified
   (KRE)1 Year Chart         KRE streetTRACKS Series Trust -... 384 Closed $50.52 $0 0 0% -3,766,000 -71,831 0    Closed - End Fund - E...
   (BCE)1 Year Chart         BCE BCE Inc (USA) 377 Closed $33.85 $0 0 0% -2,520,000 -63,987 0    Telecom Services - Do...
   (SMAR)1 Year Chart         SMAR Smartsheet Inc 383 Closed $41.65 $0 0 0% -207,000 -4,321 0    N/A
   (EXPD)1 Year Chart         EXPD Expeditors International of... 389 Closed $117.72 $0 0 0% -212,000 -1,665 0    AirDelivery & Freight...
   (D)1 Year Chart         D Dominion Energy Inc 382 Closed $53.94 $0 0 0% -356,000 -7,574 0    Electric Utilities

      13 Records Found
  1    
Page 1 of 1
Free Registration Required For Full Results