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
401
$288K 0.03%
7,525
+840
402
$288K 0.03%
11,363
+48
403
$286K 0.03%
17,700
-1,320
404
$285K 0.03%
7,552
-644
405
$284K 0.03%
3,680
406
$284K 0.03%
10,261
+901
407
$284K 0.03%
2,385
408
$282K 0.03%
4,805
-203
409
$282K 0.03%
11,003
-150
410
$281K 0.03%
11,760
+7
411
$280K 0.03%
11,074
-108
412
$273K 0.03%
9,168
413
$273K 0.03%
+7,116
414
$272K 0.02%
8,270
-62,058
415
$272K 0.02%
11,350
-500
416
$270K 0.02%
6,103
-200
417
$268K 0.02%
2,280
418
$267K 0.02%
3,900
-67
419
$266K 0.02%
+10,950
420
$260K 0.02%
5,300
-1,000
421
$258K 0.02%
5,424
-135
422
$258K 0.02%
10,003
-1,500
423
$257K 0.02%
10,800
424
$256K 0.02%
1,750
425
$253K 0.02%
6,034
-555
15 16
17
18 19