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
251
$880K 0.07%
33,194
+535
252
$875K 0.07%
32,335
253
$865K 0.07%
4,871
254
$853K 0.07%
32,625
+866
255
$852K 0.07%
38,835
+3,755
256
$849K 0.07%
15,840
-1,000
257
$838K 0.07%
31,605
-900
258
$827K 0.07%
12,651
259
$818K 0.07%
10,656
-37,969
260
$815K 0.07%
10,122
+2,936
261
$803K 0.06%
53,575
262
$798K 0.06%
10,614
263
$796K 0.06%
30,528
+673
264
$785K 0.06%
30,858
-190
265
$778K 0.06%
33,686
+150
266
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20,314
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267
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29,929
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268
$768K 0.06%
14,165
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30,138
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270
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24,574
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271
$761K 0.06%
33,220
+1,077
272
$755K 0.06%
28,928
-550
273
$754K 0.06%
18,136
274
$752K 0.06%
9,012
-20,877
275
$744K 0.06%
11,702
+204
9 10
11
12 13