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
76
$3.98M 0.36%
71,138
+400
77
$3.97M 0.36%
147,991
+37,276
78
$3.95M 0.36%
46,869
-834
79
$3.93M 0.36%
147,145
+12,000
80
$3.77M 0.34%
42,426
+1,206
81
$3.76M 0.34%
144,000
-75
82
$3.73M 0.34%
144,720
-7,032
83
$3.66M 0.34%
71,699
+2,076
84
$3.6M 0.33%
160,859
+1,352
85
$3.59M 0.33%
67,777
+1,395
86
$3.52M 0.32%
44,243
+896
87
$3.49M 0.32%
141,499
-2,400
88
$3.44M 0.32%
67,025
+2,795
89
$3.42M 0.31%
53,520
+232
90
$3.4M 0.31%
45,414
+4,692
91
$3.34M 0.31%
41,105
-190
92
$3.28M 0.3%
124,200
-2,159
93
$3.27M 0.3%
85,432
+3,913
94
$3.23M 0.3%
113,314
+2,933
95
$3.18M 0.29%
70,530
+44,235
96
$3.18M 0.29%
31,262
+1,750
97
$3.17M 0.29%
33,794
-195
98
$3.13M 0.29%
24,601
-4,436
99
$3.12M 0.29%
123,810
-360
100
$3.12M 0.29%
35,587
-575
2 3
4
5 6