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
301
$412K 0.05%
7,620
-1,100
302
$412K 0.05%
16,700
-800
303
$410K 0.05%
10,008
-84
304
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14,526
-3,405
305
$401K 0.05%
24,400
306
$400K 0.05%
14,182
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307
$393K 0.05%
14,621
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308
$393K 0.05%
15,351
-4,153
309
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+16,024
310
$386K 0.05%
6,832
-1,164
311
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5,260
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312
$385K 0.05%
6,016
-22
313
$379K 0.05%
15,685
-400
314
$378K 0.05%
22,855
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315
$378K 0.05%
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316
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317
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319
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2,360
320
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15,333
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321
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10,151
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322
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16,991
-3,432
323
$368K 0.04%
16,800
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324
$367K 0.04%
4,308
+80
325
$362K 0.04%
5,510
-310
11 12
13
14 15