KIA

KCM Investment Advisors Portfolio holdings

AUM $3.11B
1-Year Est. Return 18.14%
This Quarter Est. Return
1 Year Est. Return
+18.14%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$838M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
456
New
Increased
Reduced
Closed

Top Buys

1
+$1.72M
2
+$1.25M
3
+$1.2M
4
WFC.PRJ.CL
Wells Fargo & Company
WFC.PRJ.CL
+$1.1M
5
UNH icon
UnitedHealth
UNH
+$1.02M

Top Sells

1
+$1.94M
2
+$1.48M
3
+$1.36M
4
BBT.PRE.CL
BB&T Corporation Depositary Shares each representing 1/1,000th interest in a share of Series E Non-C
BBT.PRE.CL
+$1.22M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$1.06M

Sector Composition

1 Healthcare 10.57%
2 Consumer Staples 9.36%
3 Energy 8.95%
4 Industrials 6.97%
5 Technology 6.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$801K 0.1%
16,512
+1,866
227
$798K 0.1%
46,557
228
$795K 0.09%
35,502
-9,252
229
$781K 0.09%
30,950
-5,400
230
$763K 0.09%
+29,340
231
$759K 0.09%
+15,261
232
$748K 0.09%
9,994
-960
233
$726K 0.09%
29,311
+5,459
234
$724K 0.09%
+65,672
235
$690K 0.08%
26,785
+618
236
$686K 0.08%
58,560
+1,410
237
$684K 0.08%
1,205
238
$682K 0.08%
24,946
+6,968
239
$679K 0.08%
27,006
+1,450
240
$673K 0.08%
18,702
-580
241
$664K 0.08%
27,680
+309
242
$637K 0.08%
25,717
-1,125
243
$632K 0.08%
30,420
-10,418
244
$620K 0.07%
7,772
+2,940
245
$619K 0.07%
14,781
-2,952
246
$611K 0.07%
20,950
+2,250
247
$602K 0.07%
23,893
-2,527
248
$601K 0.07%
30,780
-2,191
249
$596K 0.07%
43,350
+1,700
250
$594K 0.07%
11,910
+1,470
8 9
10
11 12