KIA

KCM Investment Advisors Portfolio holdings

AUM $3.12B
1-Year Est. Return 19.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.36%
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
+$3.87M
2
+$3.2M
3
+$3.17M
4
TE
TECO ENERGY INC
TE
+$2.92M
5
CVX icon
Chevron
CVX
+$2.73M

Top Sells

1
+$3.08M
2
+$2.36M
3
+$1.93M
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 11.31%
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%
41,562
+42
227
$1.06M 0.09%
40,602
+2,226
228
$1.06M 0.09%
17,413
+5
229
$1.04M 0.08%
31,359
+2,419
230
$1.03M 0.08%
39,655
-1,692
231
$1.03M 0.08%
23,139
-1,166
232
$1.01M 0.08%
53,196
-22,995
233
$1.01M 0.08%
25,720
+840
234
$1M 0.08%
+41,328
235
$1M 0.08%
76,098
+387
236
$999K 0.08%
30,980
-495
237
$989K 0.08%
7,060
+570
238
$982K 0.08%
14,695
+3,498
239
$970K 0.08%
37,541
-3,050
240
$966K 0.08%
38,544
-323
241
$949K 0.08%
12,095
+707
242
$945K 0.08%
37,100
-150
243
$943K 0.08%
16,538
244
$941K 0.08%
7,042
-68
245
$926K 0.07%
8,956
+611
246
$911K 0.07%
34,395
-59
247
$896K 0.07%
9,057
+1,520
248
$887K 0.07%
7,808
-312
249
$887K 0.07%
34,321
-300
250
$880K 0.07%
33,194
+535
8 9
10
11 12