KCM INVESTMENT Overview
Kcm Investment Advisors Llc is an investment advisor that manages 3.4 BN dollars in regulatory AUM and has 16 employees, of which 9 perform investment advisory functions.
The manager's has disclosed holdings from 03/31/01 to 12/31/22. The fund's latest filing disclosed 2BN in positions, representing 69% of the manager's regulatory AUM.
The manager's has disclosed holdings from 03/31/01 to 12/31/22. The fund's latest filing disclosed 2BN in positions, representing 69% of the manager's regulatory AUM.
KCM INVESTMENT StockAlpha
| Top 25% |
3yr StockAlpha
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Fundamental & Technical Factor Exposure
KCM INVESTMENT Since Last Filing Return Details
| Ticker | Size | Sector | Stock Move | StockAlpha Attribution | Days to Liquidate | Trade Crowdedness | ||
|---|---|---|---|---|---|---|---|---|
| AAPL | 5.99% | Tech | 28.32% | 0.56% | 0 | 45% | ||
| XLK | 4.08% | ETF | 18.68% | 0.55% | 0 | 9% | ||
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FEATURED IN
KCM INVESTMENT Founders and Key Employees
| Name | Title | In Position Since |
|---|
| Jay A. Kellett | Ceo | July-1996 |
| William L. Prince | Chief Compliance Officer | October-2000 |
KCM INVESTMENT Brokers, Custodians, Auditors and Administrators
| Type | Company |
|---|
KCM INVESTMENT Investment Strategy
Methods of Analysis, Investment Strategies and Risk of Loss .......................... 10
Item 9 – ...
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KCM INVESTMENT Portfolio Concentration
KCM INVESTMENT Location
750 LINDARO STREET
SUITE 250
SAN RAFAEL, California
UNITED STATES, 94901
SUITE 250
SAN RAFAEL, California
UNITED STATES, 94901
KCM INVESTMENT Contact Information
Phone Number: 415-461-7788
Fax Number: 415-461-3531
Website: http://www.kcmadvisors.com
Fax Number: 415-461-3531
Website: http://www.kcmadvisors.com
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