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
451
$248K 0.02%
9,318
+380
452
$247K 0.02%
5,001
453
$246K 0.02%
4,494
+603
454
$246K 0.02%
3,580
-3,525
455
$245K 0.02%
+8,597
456
$245K 0.02%
4,390
+300
457
$242K 0.02%
11,168
-300
458
$242K 0.02%
9,580
-26,160
459
$241K 0.02%
4,213
-1,002
460
$241K 0.02%
7,080
461
$241K 0.02%
3,090
462
$239K 0.02%
654
-45
463
$238K 0.02%
2,354
+220
464
$238K 0.02%
10,281
-5,550
465
$237K 0.02%
8,100
-200
466
$234K 0.02%
3,821
467
$234K 0.02%
9,279
-200
468
$233K 0.02%
+3,612
469
$231K 0.02%
+10,107
470
$231K 0.02%
+1,670
471
$226K 0.02%
1,155
472
$224K 0.02%
6,375
473
$223K 0.02%
2,063
-122
474
$222K 0.02%
8,774
+8
475
$221K 0.02%
3,440
-990
17 18
19
20 21