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
51
$4.11M 0.49%
119,928
+4,300
52
$4.09M 0.49%
51,719
-394
53
$4.02M 0.48%
17,746
+612
54
$4M 0.48%
105,608
-10,747
55
$3.95M 0.47%
164,738
-12,031
56
$3.93M 0.47%
66,214
+5,851
57
$3.93M 0.47%
51,756
+2,555
58
$3.92M 0.47%
156,874
-11,941
59
$3.89M 0.46%
61,193
+6,016
60
$3.81M 0.45%
151,195
+19,375
61
$3.77M 0.45%
41,285
+10,771
62
$3.76M 0.45%
69,882
+14,565
63
$3.7M 0.44%
153,754
-14,763
64
$3.69M 0.44%
36,000
65
$3.66M 0.44%
144,005
-3,690
66
$3.63M 0.43%
144,037
+2,375
67
$3.58M 0.43%
154,108
-8,154
68
$3.54M 0.42%
91,975
+21,448
69
$3.53M 0.42%
51,228
-7,971
70
$3.49M 0.42%
75,740
-1,043
71
$3.49M 0.42%
147,762
+7,523
72
$3.48M 0.42%
138,446
+7,162
73
$3.48M 0.41%
129,014
-22,130
74
$3.46M 0.41%
43,348
-412
75
$3.46M 0.41%
56,176
+7,418
1 2
3
4 5