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
76
$3.33M 0.4%
62,565
+3,695
77
$3.31M 0.39%
69,452
-1,100
78
$3.28M 0.39%
27,933
+362
79
$3.15M 0.38%
69,922
+4,774
80
$3.1M 0.37%
93,812
+1,217
81
$3.1M 0.37%
42,087
+1,671
82
$3.07M 0.37%
137,310
-9,800
83
$3.02M 0.36%
64,752
+625
84
$3M 0.36%
137,273
+362
85
$2.98M 0.36%
83,221
-19,840
86
$2.95M 0.35%
92,118
+2,805
87
$2.88M 0.34%
41,906
-9,005
88
$2.87M 0.34%
122,597
+1,724
89
$2.84M 0.34%
113,205
+27,843
90
$2.79M 0.33%
105,538
+4,206
91
$2.78M 0.33%
104,429
-2,228
92
$2.75M 0.33%
43,871
-9,094
93
$2.72M 0.32%
32,093
+5
94
$2.7M 0.32%
33,362
+1,500
95
$2.64M 0.31%
109,760
-6,050
96
$2.56M 0.31%
67,897
-14,241
97
$2.5M 0.3%
27,996
+2,308
98
$2.5M 0.3%
75,275
+894
99
$2.47M 0.29%
36,418
-2,463
100
$2.46M 0.29%
53,411
+5,358
2 3
4
5 6