Kcm Investment Advisors Llc Buys Bank of America Corp, Financial Select Sector SPDR, Applied Materials Inc, Sells Parker Hannifin Corp, McCormick Inc, Dominion Energy Inc

San Rafael, CA, based Investment company Kcm Investment Advisors Llc (Current Portfolio) buys Bank of America Corp, Financial Select Sector SPDR, Applied Materials Inc, Caterpillar Inc, Vanguard Energy ETF, sells Parker Hannifin Corp, McCormick Inc, Dominion Energy Inc, AstraZeneca PLC, Lockheed Martin Corp during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Kcm Investment Advisors Llc. As of 2021Q3, Kcm Investment Advisors Llc owns 396 stocks with a total value of $2.5 billion. These are the details of the buys and sells.

For the details of KCM INVESTMENT ADVISORS LLC's stock buys and sells, go to https://www.gurufocus.com/guru/kcm+investment+advisors+llc/current-portfolio/portfolio

These are the top 5 holdings of KCM INVESTMENT ADVISORS LLC
  1. Apple Inc (AAPL) - 1,136,168 shares, 6.40% of the total portfolio. Shares reduced by 1.44%
  2. Technology Select Sector SPDR ETF (XLK) - 776,816 shares, 4.62% of the total portfolio. Shares added by 0.04%
  3. Microsoft Corp (MSFT) - 370,936 shares, 4.16% of the total portfolio. Shares reduced by 0.38%
  4. Costco Wholesale Corp (COST) - 135,901 shares, 2.43% of the total portfolio. Shares added by 0.87%
  5. Amazon.com Inc (AMZN) - 17,723 shares, 2.32% of the total portfolio. Shares added by 1.70%
New Purchase: General Electric Co (GE)

Kcm Investment Advisors Llc initiated holding in General Electric Co. The purchase prices were between $96 and $107.84, with an estimated average price of $103.28. The stock is now traded at around $107.590000. The impact to a portfolio due to this purchase was 0.05%. The holding were 11,524 shares as of 2021-09-30.

New Purchase: Broadstone Net Lease Inc (BNL)

Kcm Investment Advisors Llc initiated holding in Broadstone Net Lease Inc. The purchase prices were between $23.63 and $27.91, with an estimated average price of $25.84. The stock is now traded at around $25.980000. The impact to a portfolio due to this purchase was 0.04%. The holding were 39,000 shares as of 2021-09-30.

New Purchase: Invesco WilderHill Clean Energy ETF (PBW)

Kcm Investment Advisors Llc initiated holding in Invesco WilderHill Clean Energy ETF. The purchase prices were between $73.5 and $92.23, with an estimated average price of $81.75. The stock is now traded at around $95.500000. The impact to a portfolio due to this purchase was 0.03%. The holding were 11,200 shares as of 2021-09-30.

New Purchase: AppFolio Inc (APPF)

Kcm Investment Advisors Llc initiated holding in AppFolio Inc. The purchase prices were between $118.1 and $143.05, with an estimated average price of $129.97. The stock is now traded at around $127.230000. The impact to a portfolio due to this purchase was 0.03%. The holding were 5,785 shares as of 2021-09-30.

New Purchase: Vanguard Short-Term Bond ETF (BSV)

Kcm Investment Advisors Llc initiated holding in Vanguard Short-Term Bond ETF. The purchase prices were between $81.75 and $82.18, with an estimated average price of $81.96. The stock is now traded at around $81.300000. The impact to a portfolio due to this purchase was 0.03%. The holding were 7,724 shares as of 2021-09-30.

New Purchase: Watts Water Technologies Inc (WTS)

Kcm Investment Advisors Llc initiated holding in Watts Water Technologies Inc. The purchase prices were between $142.05 and $176.19, with an estimated average price of $160.18. The stock is now traded at around $203.990000. The impact to a portfolio due to this purchase was 0.01%. The holding were 1,815 shares as of 2021-09-30.

Added: Bank of America Corp (BAC)

Kcm Investment Advisors Llc added to a holding in Bank of America Corp by 58.63%. The purchase prices were between $36.93 and $43.26, with an estimated average price of $40.31. The stock is now traded at around $46.910000. The impact to a portfolio due to this purchase was 0.27%. The holding were 430,228 shares as of 2021-09-30.

Added: Financial Select Sector SPDR (XLF)

Kcm Investment Advisors Llc added to a holding in Financial Select Sector SPDR by 22.50%. The purchase prices were between $34.96 and $38.83, with an estimated average price of $37.28. The stock is now traded at around $40.150000. The impact to a portfolio due to this purchase was 0.16%. The holding were 597,839 shares as of 2021-09-30.

Added: Applied Materials Inc (AMAT)

Kcm Investment Advisors Llc added to a holding in Applied Materials Inc by 85.58%. The purchase prices were between $127.2 and $144.09, with an estimated average price of $135.81. The stock is now traded at around $156.820000. The impact to a portfolio due to this purchase was 0.15%. The holding were 61,955 shares as of 2021-09-30.

Added: Caterpillar Inc (CAT)

Kcm Investment Advisors Llc added to a holding in Caterpillar Inc by 32.91%. The purchase prices were between $189.84 and $221.66, with an estimated average price of $208.43. The stock is now traded at around $209.270000. The impact to a portfolio due to this purchase was 0.1%. The holding were 53,807 shares as of 2021-09-30.

Added: Eaton Corp PLC (ETN)

Kcm Investment Advisors Llc added to a holding in Eaton Corp PLC by 114.08%. The purchase prices were between $149.19 and $170.21, with an estimated average price of $159.79. The stock is now traded at around $171.800000. The impact to a portfolio due to this purchase was 0.07%. The holding were 21,885 shares as of 2021-09-30.

Added: Vanguard Energy ETF (VDE)

Kcm Investment Advisors Llc added to a holding in Vanguard Energy ETF by 71.95%. The purchase prices were between $63.01 and $76.32, with an estimated average price of $68.92. The stock is now traded at around $81.260000. The impact to a portfolio due to this purchase was 0.07%. The holding were 58,935 shares as of 2021-09-30.

Sold Out: Schwab U.S. Large-Cap Value ETF (SCHV)

Kcm Investment Advisors Llc sold out a holding in Schwab U.S. Large-Cap Value ETF. The sale prices were between $66.56 and $70.68, with an estimated average price of $69.07.

Sold Out: Viatris Inc (VTRS)

Kcm Investment Advisors Llc sold out a holding in Viatris Inc. The sale prices were between $13.25 and $15.13, with an estimated average price of $14.21.

Sold Out: Walgreens Boots Alliance Inc (WBA)

Kcm Investment Advisors Llc sold out a holding in Walgreens Boots Alliance Inc. The sale prices were between $45.58 and $51.78, with an estimated average price of $48.28.

Sold Out: Lamb Weston Holdings Inc (LW)

Kcm Investment Advisors Llc sold out a holding in Lamb Weston Holdings Inc. The sale prices were between $60.37 and $80.82, with an estimated average price of $67.84.

Sold Out: Schwab U.S. Small-Cap ETF (SCHA)

Kcm Investment Advisors Llc sold out a holding in Schwab U.S. Small-Cap ETF. The sale prices were between $96.31 and $104.67, with an estimated average price of $101.3.

Sold Out: SPDR Biotech ETF (XBI)

Kcm Investment Advisors Llc sold out a holding in SPDR Biotech ETF. The sale prices were between $118.69 and $138.49, with an estimated average price of $128.78.



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