KIA

KCM Investment Advisors Portfolio holdings

AUM $2.98B
1-Year Est. Return 16.3%
This Quarter Est. Return
1 Year Est. Return
+16.3%
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 Limited
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
26
$9.6M 0.77%
189,842
+4,403
27
$9.58M 0.77%
238,863
+3,842
28
$9.3M 0.74%
84,283
+2,308
29
$9.29M 0.74%
7,617
+3,159
30
$8.81M 0.71%
318,834
-29,204
31
$8.77M 0.7%
265,822
+1,062
32
$8.73M 0.7%
125,853
+6,347
33
$8.6M 0.69%
146,966
+3,724
34
$8.44M 0.68%
40,898
+1,092
35
$8.36M 0.67%
167,155
+12,208
36
$8.35M 0.67%
79,632
+6,894
37
$8.35M 0.67%
86,138
+7,457
38
$8.28M 0.66%
152,604
+8,151
39
$8.28M 0.66%
150,868
+18,148
40
$8.06M 0.64%
84,264
-214
41
$7.93M 0.63%
96,606
+1,997
42
$7.65M 0.61%
152,474
+7,258
43
$7.59M 0.61%
151,698
-7,948
44
$7.24M 0.58%
178,180
-658
45
$7.18M 0.57%
173,242
+19,726
46
$7.16M 0.57%
137,554
+6,350
47
$6.9M 0.55%
113,933
+2,837
48
$6.89M 0.55%
60,632
+1,343
49
$6.85M 0.55%
59,876
+7,558
50
$6.76M 0.54%
44,037
-3,892
1
2
3 4 5