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
476
$220K 0.02%
+2,800
477
$219K 0.02%
2,000
478
$214K 0.02%
+944
479
$213K 0.02%
6,072
-1,510
480
$211K 0.02%
+2,296
481
$210K 0.02%
+7,783
482
$208K 0.02%
+1,793
483
$208K 0.02%
+7,294
484
$207K 0.02%
+8,380
485
$206K 0.02%
+4,208
486
$206K 0.02%
4,739
-600
487
$204K 0.02%
+8,173
488
$204K 0.02%
+7,950
489
$202K 0.02%
+1,564
490
$202K 0.02%
1,175
-575
491
$202K 0.02%
2,632
492
$202K 0.02%
2,804
493
$201K 0.02%
+9,930
494
$200K 0.02%
13,601
+1,697
495
$151K 0.01%
+12,177
496
$145K 0.01%
10,000
497
$134K 0.01%
+13,737
498
$112K 0.01%
1,058
-6
499
$100K 0.01%
10,400
-4,900
500
$94K 0.01%
3,000
18 19
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