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
351
$444K 0.04%
18,240
+5,700
352
$433K 0.03%
16,157
-97
353
$428K 0.03%
6,540
354
$428K 0.03%
7,567
+835
355
$421K 0.03%
16,700
356
$419K 0.03%
11,268
+2,219
357
$419K 0.03%
14,500
358
$408K 0.03%
5,733
+221
359
$405K 0.03%
15,909
-1,200
360
$403K 0.03%
3,289
361
$400K 0.03%
4,861
-463
362
$396K 0.03%
3,128
-969
363
$392K 0.03%
3,902
-238
364
$391K 0.03%
11,201
-3,056
365
$391K 0.03%
15,150
366
$387K 0.03%
5,137
+637
367
$387K 0.03%
15,123
-3,543
368
$386K 0.03%
10,000
369
$385K 0.03%
15,100
370
$382K 0.03%
3,451
-118
371
$378K 0.03%
7,365
+840
372
$377K 0.03%
+7,135
373
$377K 0.03%
8,663
374
$373K 0.03%
21,955
+1,100
375
$372K 0.03%
9,179
-1,777
13 14
15
16 17