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
326
$361K 0.04%
5,500
327
$360K 0.04%
16,600
-1,200
328
$355K 0.04%
10,168
-130
329
$354K 0.04%
16,050
-3,090
330
$350K 0.04%
14,245
-1,000
331
$336K 0.04%
14,150
332
$327K 0.04%
16,966
333
$322K 0.04%
5,602
+207
334
$319K 0.04%
+3,696
335
$314K 0.04%
+9,044
336
$311K 0.04%
4,021
+400
337
$306K 0.04%
14,518
-2,900
338
$303K 0.04%
10,998
+240
339
$302K 0.04%
6,969
+404
340
$300K 0.04%
4,433
-277
341
$297K 0.04%
11,948
-1,324
342
$296K 0.04%
11,803
-547
343
$294K 0.04%
5,814
344
$292K 0.03%
3,086
+185
345
$291K 0.03%
14,095
-1,500
346
$291K 0.03%
2,734
+1
347
$289K 0.03%
12,750
348
$288K 0.03%
1,950
+35
349
$288K 0.03%
12,031
-682
350
$288K 0.03%
13,600
-400
12 13
14
15 16