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
$1.09B
AUM Growth
+$22.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
526
New
Increased
Reduced
Closed

Top Buys

1
+$2.21M
2
+$1.99M
3
+$1.45M
4
APTS
Preferred Apartment Communities, Inc.
APTS
+$1.4M
5
AAPL icon
Apple
AAPL
+$1.25M

Top Sells

1
+$3.79M
2
+$2.04M
3
+$1.61M
4
SCU.CL
SCANA CORP 2009 SER A 7.70% ENHANCED JR SUB NTS
SCU.CL
+$1.3M
5
KMP
KINDER MORGAN ENER PNTRS L.P.
KMP
+$1.15M

Sector Composition

1 Healthcare 10.93%
2 Consumer Staples 9.18%
3 Energy 8.12%
4 Technology 7.41%
5 Industrials 6.84%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$448K 0.04%
5,820
+108
327
$445K 0.04%
5,070
328
$442K 0.04%
18,100
329
$439K 0.04%
13,435
-611
330
$438K 0.04%
17,309
+853
331
$434K 0.04%
6,249
+24
332
$432K 0.04%
5,674
333
$432K 0.04%
1,792
+288
334
$431K 0.04%
8,842
+2,403
335
$430K 0.04%
4,840
336
$429K 0.04%
22,305
337
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10,601
+350
338
$416K 0.04%
11,928
339
$413K 0.04%
2,310
340
$410K 0.04%
3,551
341
$409K 0.04%
16,700
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342
$409K 0.04%
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343
$408K 0.04%
5,167
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344
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13,765
345
$407K 0.04%
14,800
346
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+7,034
347
$404K 0.04%
10,748
-775
348
$402K 0.04%
1,115
-386
349
$401K 0.04%
15,963
-817
350
$398K 0.04%
2,010
+703
12 13
14
15 16