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
426
$274K 0.02%
9,925
+1,299
427
$274K 0.02%
10,800
428
$273K 0.02%
10,260
429
$273K 0.02%
7,187
+1,757
430
$273K 0.02%
3,900
431
$271K 0.02%
10,377
+77
432
$269K 0.02%
5,040
433
$268K 0.02%
9,345
-690
434
$267K 0.02%
+1,929
435
$267K 0.02%
10,617
+243
436
$265K 0.02%
+11,177
437
$263K 0.02%
10,500
438
$262K 0.02%
6,956
+1,348
439
$262K 0.02%
3,698
+733
440
$261K 0.02%
+6,017
441
$259K 0.02%
10,431
442
$258K 0.02%
10,050
-2,500
443
$257K 0.02%
+10,576
444
$256K 0.02%
3,703
+179
445
$254K 0.02%
+13,660
446
$254K 0.02%
+5,217
447
$254K 0.02%
7,299
-5,000
448
$253K 0.02%
9,640
449
$251K 0.02%
9,751
450
$249K 0.02%
+9,340
16 17
18
19 20