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
351
$286K 0.03%
8,018
+2,339
352
$286K 0.03%
6,923
353
$286K 0.03%
3,700
+1
354
$286K 0.03%
11,689
-13,086
355
$286K 0.03%
5,490
356
$285K 0.03%
6,057
+3
357
$285K 0.03%
7,300
-2,300
358
$284K 0.03%
4,080
+131
359
$284K 0.03%
11,508
-1,812
360
$281K 0.03%
13,270
361
$279K 0.03%
5,370
362
$279K 0.03%
5,512
363
$276K 0.03%
7,339
+50
364
$275K 0.03%
2,285
+105
365
$271K 0.03%
9,662
-4,050
366
$269K 0.03%
4,088
367
$269K 0.03%
+2,313
368
$269K 0.03%
5,753
+300
369
$267K 0.03%
11,267
-6,911
370
$264K 0.03%
36,261
371
$262K 0.03%
7,250
-500
372
$252K 0.03%
+6,805
373
$251K 0.03%
51
-14
374
$245K 0.03%
9,757
-300
375
$244K 0.03%
11,731
-6,694
13 14
15
16 17