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
276
$738K 0.06%
27,024
+600
277
$730K 0.06%
24,172
+1,141
278
$728K 0.06%
2,446
+218
279
$726K 0.06%
13,207
-1,000
280
$723K 0.06%
28,414
+3,612
281
$711K 0.06%
1,038
-25
282
$710K 0.06%
50,610
+300
283
$700K 0.06%
18,202
284
$697K 0.06%
14,698
+1,345
285
$697K 0.06%
26,771
286
$678K 0.05%
6,360
287
$672K 0.05%
11,392
+1,106
288
$662K 0.05%
8,163
+69
289
$662K 0.05%
17,643
-625
290
$661K 0.05%
+26,155
291
$660K 0.05%
3,990
+420
292
$657K 0.05%
21,572
-19,103
293
$649K 0.05%
9,924
+740
294
$648K 0.05%
25,134
+403
295
$644K 0.05%
24,638
+1,600
296
$641K 0.05%
31,997
-448
297
$638K 0.05%
24,585
+103
298
$635K 0.05%
17,064
+1,410
299
$635K 0.05%
23,346
-2,499
300
$633K 0.05%
23,669
-450
10 11
12
13 14