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
251
$592K 0.07%
14,525
+2,849
252
$592K 0.07%
25,823
-1,216
253
$589K 0.07%
614
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254
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+719
255
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12,068
+2,020
256
$573K 0.07%
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257
$567K 0.07%
9,069
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258
$556K 0.07%
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259
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22,930
-2,600
260
$549K 0.07%
14,687
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261
$549K 0.07%
7,330
-2,131
262
$547K 0.07%
13,030
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263
$541K 0.06%
6,575
264
$538K 0.06%
21,303
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265
$537K 0.06%
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21,265
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268
$527K 0.06%
24,900
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269
$523K 0.06%
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270
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20,888
-1,570
271
$518K 0.06%
10,759
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272
$518K 0.06%
10,000
273
$515K 0.06%
13,641
-397
274
$504K 0.06%
19,616
+2,900
275
$502K 0.06%
20,124
-608
9 10
11
12 13