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
276
$499K 0.06%
7,535
-155
277
$491K 0.06%
+18,855
278
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279
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283
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285
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286
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12,600
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287
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290
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291
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294
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20,477
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295
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299
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300
$416K 0.05%
9,575
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12
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