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
51
$5.57M 0.51%
88,785
+5,074
52
$5.42M 0.5%
59,109
+3,197
53
$5.4M 0.49%
202,697
-950
54
$5.14M 0.47%
191,304
+20,092
55
$5.11M 0.47%
130,209
+230
56
$5.05M 0.46%
89,535
-4,550
57
$5M 0.46%
187,387
+20,575
58
$4.95M 0.45%
19,857
-401
59
$4.95M 0.45%
136,851
-44,601
60
$4.89M 0.45%
55,089
+1,273
61
$4.84M 0.44%
113,553
+5,782
62
$4.83M 0.44%
166,255
+2,226
63
$4.83M 0.44%
333,675
+52,234
64
$4.8M 0.44%
182,977
-4,387
65
$4.77M 0.44%
65,180
+3,897
66
$4.71M 0.43%
93,372
-1,353
67
$4.62M 0.42%
121,253
+11,099
68
$4.51M 0.41%
72,757
+3,725
69
$4.41M 0.4%
50,313
+3,871
70
$4.41M 0.4%
37,609
71
$4.29M 0.39%
163,506
+45,744
72
$4.21M 0.39%
85,162
+3,110
73
$4.11M 0.38%
34,148
+1,535
74
$4.08M 0.37%
102,165
+824
75
$4.04M 0.37%
141,479
+4,250
1 2
3
4 5