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
376
$372K 0.03%
13,900
-200
377
$367K 0.03%
13,311
+1,059
378
$367K 0.03%
3,850
-7,351
379
$363K 0.03%
8,388
380
$361K 0.03%
2,871
381
$358K 0.03%
3,877
+42
382
$357K 0.03%
6,247
+747
383
$353K 0.03%
6,894
-250
384
$350K 0.03%
13,850
+2,900
385
$345K 0.03%
5,945
+500
386
$345K 0.03%
31,155
-7,595
387
$343K 0.03%
1,456
+218
388
$338K 0.03%
22,914
-4,220
389
$335K 0.03%
3,933
-500
390
$333K 0.03%
12,807
+4,650
391
$332K 0.03%
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392
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2,430
-150
393
$329K 0.03%
12,850
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394
$328K 0.03%
1,387
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395
$327K 0.03%
12,810
-600
396
$325K 0.03%
6,311
-1,213
397
$324K 0.03%
12,210
-600
398
$323K 0.03%
10,086
+2,278
399
$320K 0.03%
15,350
-15,050
400
$319K 0.03%
45,610
+9,860
14 15
16
17 18