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
$838M
AUM Growth
+$10.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
456
New
Increased
Reduced
Closed

Top Buys

1
+$1.72M
2
+$1.25M
3
+$1.2M
4
WFC.PRJ.CL
Wells Fargo & Company
WFC.PRJ.CL
+$1.1M
5
UNH icon
UnitedHealth
UNH
+$1.02M

Top Sells

1
+$1.94M
2
+$1.48M
3
+$1.36M
4
BBT.PRE.CL
BB&T Corporation Depositary Shares each representing 1/1,000th interest in a share of Series E Non-C
BBT.PRE.CL
+$1.22M
5
PFF icon
iShares Preferred and Income Securities ETF
PFF
+$1.06M

Sector Composition

1 Healthcare 10.57%
2 Consumer Staples 9.36%
3 Energy 8.95%
4 Industrials 6.97%
5 Technology 6.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.19M 0.74%
89,781
-7,143
27
$5.82M 0.69%
155,919
+2,142
28
$5.78M 0.69%
173,605
+6,418
29
$5.71M 0.68%
102,620
+3,001
30
$5.6M 0.67%
163,132
-14,653
31
$5.52M 0.66%
61,566
-244
32
$5.35M 0.64%
80,614
-150
33
$5.33M 0.64%
119,204
-33,149
34
$5.28M 0.63%
102,081
-11,926
35
$5.21M 0.62%
81,392
+5,881
36
$5.2M 0.62%
88,836
+6,064
37
$5.09M 0.61%
62,275
+7,498
38
$4.98M 0.59%
48,600
39
$4.95M 0.59%
196,809
+4,400
40
$4.94M 0.59%
29,405
-162
41
$4.75M 0.57%
104,452
-4,841
42
$4.67M 0.56%
172,533
+24,450
43
$4.52M 0.54%
109,618
+5,302
44
$4.47M 0.53%
123,068
+8,160
45
$4.43M 0.53%
87,488
-12,347
46
$4.42M 0.53%
44,709
+1,609
47
$4.3M 0.51%
51,579
-6,957
48
$4.28M 0.51%
89,261
-13,863
49
$4.28M 0.51%
117,571
+16,790
50
$4.12M 0.49%
63,832
+1,275
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