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
301
$630K 0.05%
39,293
302
$629K 0.05%
23,244
+96
303
$629K 0.05%
24,435
-1,300
304
$625K 0.05%
5,325
305
$621K 0.05%
2,990
+107
306
$616K 0.05%
7,793
+24
307
$604K 0.05%
26,400
308
$597K 0.05%
8,500
-400
309
$582K 0.05%
5,045
+62
310
$579K 0.05%
15,148
311
$577K 0.05%
1,278
-146
312
$575K 0.05%
569
313
$569K 0.05%
9,310
-210
314
$560K 0.04%
21,486
315
$559K 0.04%
+21,850
316
$554K 0.04%
6,764
+1,573
317
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+7,631
318
$548K 0.04%
7,738
-40
319
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12,647
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320
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+13,700
321
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6,763
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322
$542K 0.04%
10,208
+200
323
$529K 0.04%
19,621
+71
324
$528K 0.04%
20,300
+5,200
325
$527K 0.04%
9,362
+696
11 12
13
14 15