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
26
$8.26M 0.76%
178,114
-2,215
27
$8.09M 0.74%
140,131
-33
28
$7.96M 0.73%
109,159
+10,367
29
$7.82M 0.72%
114,779
+3,566
30
$7.64M 0.7%
82,054
+1,774
31
$7.64M 0.7%
79,516
+5,204
32
$7.6M 0.7%
270,905
-2,801
33
$7.44M 0.68%
37,764
-143
34
$7.22M 0.66%
157,153
-4,724
35
$7.14M 0.65%
109,498
+10,743
36
$6.96M 0.64%
70,814
+5,642
37
$6.95M 0.64%
122,875
+711
38
$6.88M 0.63%
116,147
+6,925
39
$6.54M 0.6%
108,484
+1,092
40
$6.49M 0.59%
70,502
+2,373
41
$6.39M 0.59%
134,531
+5,127
42
$6.33M 0.58%
141,938
+9,050
43
$6.3M 0.58%
85,321
+3,179
44
$6.19M 0.57%
230,519
+7,568
45
$6.12M 0.56%
68,703
+1,196
46
$5.85M 0.54%
224,587
+26,525
47
$5.81M 0.53%
146,968
+11,074
48
$5.77M 0.53%
50,211
+1,467
49
$5.72M 0.52%
219,420
+14,251
50
$5.71M 0.52%
51,606
+173
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