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
426
$252K 0.02%
9,951
427
$250K 0.02%
10,431
+1,466
428
$250K 0.02%
2,050
+100
429
$248K 0.02%
4,817
+3
430
$246K 0.02%
9,145
431
$244K 0.02%
10,500
-500
432
$243K 0.02%
+15,668
433
$242K 0.02%
3,753
434
$241K 0.02%
2,000
435
$240K 0.02%
9,767
+118
436
$239K 0.02%
10,668
-177
437
$232K 0.02%
7,954
+1,350
438
$232K 0.02%
+3,580
439
$232K 0.02%
2,060
-203
440
$229K 0.02%
4,800
441
$228K 0.02%
30,490
-5,980
442
$224K 0.02%
8,730
443
$224K 0.02%
8,315
+713
444
$223K 0.02%
7,250
445
$222K 0.02%
+7,299
446
$222K 0.02%
2,632
-2,200
447
$220K 0.02%
8,785
+145
448
$217K 0.02%
8,549
+249
449
$217K 0.02%
4,500
450
$214K 0.02%
2,162
-570
16 17
18
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