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
401
$319K 0.03%
11,210
+1,970
402
$318K 0.03%
12,750
+250
403
$316K 0.03%
12,651
-100
404
$315K 0.03%
+12,350
405
$314K 0.03%
11,900
+400
406
$311K 0.02%
6,155
407
$310K 0.02%
3,005
408
$306K 0.02%
11,926
-300
409
$300K 0.02%
2,360
410
$295K 0.02%
3,561
-47
411
$295K 0.02%
11,425
-221
412
$294K 0.02%
6,022
413
$294K 0.02%
4,858
-442
414
$293K 0.02%
11,773
+7
415
$292K 0.02%
11,600
-200
416
$290K 0.02%
2,160
+159
417
$288K 0.02%
3,920
-200
418
$285K 0.02%
9,168
419
$284K 0.02%
10,863
+365
420
$283K 0.02%
11,003
421
$282K 0.02%
9,145
422
$281K 0.02%
6,284
+609
423
$281K 0.02%
22,305
-15
424
$278K 0.02%
2,470
+636
425
$275K 0.02%
3,390
+885
15 16
17
18 19