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
$1.25B
AUM Growth
+$59.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
564
New
Increased
Reduced
Closed

Top Buys

1
+$3.85M
2
+$3.22M
3
+$3.06M
4
TE
TECO ENERGY INC
TE
+$2.81M
5
CVX icon
Chevron
CVX
+$2.68M

Top Sells

1
+$2.91M
2
+$2.36M
3
+$2M
4
SLB icon
SLB Ltd
SLB
+$1.74M
5
SCU.CL
SCANA CORP 2009 SER A 7.70% ENHANCED JR SUB NTS
SCU.CL
+$1.68M

Sector Composition

1 Healthcare 11.32%
2 Consumer Staples 9.27%
3 Technology 7.36%
4 Energy 6.91%
5 Industrials 6.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$1.1M 0.09%
76,316
+228
227
$1.1M 0.09%
41,562
+42
228
$1.06M 0.09%
40,602
+2,226
229
$1.06M 0.09%
17,413
+5
230
$1.04M 0.08%
31,359
+2,419
231
$1.03M 0.08%
39,655
-1,692
232
$1.03M 0.08%
23,139
-1,166
233
$1.01M 0.08%
53,196
-22,995
234
$1.01M 0.08%
25,720
+840
235
$1M 0.08%
+41,328
236
$1M 0.08%
76,098
+387
237
$999K 0.08%
30,980
-495
238
$989K 0.08%
7,060
+570
239
$982K 0.08%
14,695
+3,498
240
$970K 0.08%
37,541
-3,050
241
$966K 0.08%
38,544
-323
242
$949K 0.08%
12,095
+707
243
$945K 0.08%
37,100
-150
244
$943K 0.08%
16,538
245
$941K 0.08%
7,042
-68
246
$926K 0.07%
8,956
+611
247
$911K 0.07%
34,395
-59
248
$896K 0.07%
9,057
+1,520
249
$887K 0.07%
7,808
-312
250
$887K 0.07%
34,321
-300
8 9
10
11 12