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KIA

KCM Investment Advisors Portfolio holdings

AUM $3.01B
1-Year Est. Return 21.97%
This Fund
S&P 500
This Quarter Est. Return
+0.66%
1 Year Est. Return
+21.97%
3 Year Est. Return
+71.25%
5 Year Est. Return
+89.24%
10 Year Est. Return
+282.33%
AUM
$827M
AUM Growth
–
Cap. Flow
+$821M
Cap. Flow %
99.2%
Top 10 Hldgs %
18.52%
Holding
432
New
423
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
VZ icon
Verizon
VZ
+$21.3M
2
CVX icon
Chevron
CVX
+$20.1M
3
WFC icon
Wells Fargo
WFC
+$19.1M
4
JNJ icon
Johnson & Johnson
JNJ
+$16.2M
5
PG icon
Procter & Gamble
PG
+$14.7M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Healthcare 10.59%
2 Consumer Staples 9.5%
3 Energy 8.91%
4 Industrials 6.5%
5 Technology 6.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BCRX icon
401
BioCryst Pharmaceuticals
BCRX
$2.27B
$56K 0.01%
+36,261
New +$62.5K
EMXX
402
DELISTED
Eurasian Minerals Inc
EMXX
$53K 0.01%
+44,086
New +$67.8K
YGE
403
DELISTED
Yingli Green Energy Holding Comp
YGE
$49K 0.01%
+1,500
New +$38.6K
CERS icon
404
Cerus
CERS
$423M
$44K 0.01%
+10,000
New +$48.4K
SDEV
405
Stablecoin Development Corp
SDEV
$53M
– –
0
– –
SVM
406
Silvercorp Metals
SVM
$2.22B
$28K ﹤0.01%
+10,000
New +$28.9K
ZGNX
407
DELISTED
Zogenix, Inc.
ZGNX
$17K ﹤0.01%
+1,250
New +$16K
GSX
408
DELISTED
GASCO ENERGY INC
GSX
$0 ﹤0.01%
+12,245
New +$458
13 14 15 16
17

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CFM
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JIC
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BGDI
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BSA
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ROTUOC
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KCM Investment Advisors's Q2 2013 Portfolio in Review

Q2 2013 is the first quarter with a 13F filing on record for KCM Investment Advisors, which disclosed 432 positions worth $827M. Its ten largest holdings account for 19% of the portfolio.

Its largest position is Verizon: 416,382 shares worth $21M.

By sector, the portfolio is most concentrated in Healthcare at 11% of assets, followed by Consumer Staples and Energy.

  • KCM Investment Advisors's largest Q2 2013 buy was Verizon: 416,382 shares worth $21M.
  • KCM Investment Advisors's ten largest holdings make up 19% of its $827M portfolio in Q2 2013.
  • KCM Investment Advisors disclosed 432 positions in Q2 2013, its first 13F filing on record.

Based on KCM Investment Advisors's 13F filing for Q2 2013, filed 13 Aug 2013.