Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| KCM INVESTMENT ADVISORS LLC | 02-13-2024 | 12-31-2023 | 365 | 2,511,005,582 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| GILEAD SCIENCES INC | COM | 251 | $719,777 | 8,885 | 0.00 | 0.00 | -266 | -2.91 | 12-31-2023 |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 252 | $708,021 | 8,534 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| CONSTELLATION BRANDS INC | CL A | 253 | $693,339 | 2,868 | 0.00 | 0.00 | 229 | 8.68 | 12-31-2023 |
| BROOKFIELD RENEWABLE PARTNER | PARTNERSHIP UNIT | 254 | $654,871 | 24,919 | 0.00 | 0.00 | -1,645 | -6.19 | 12-31-2023 |
