KIA

KCM Investment Advisors Portfolio holdings

AUM $2.98B
1-Year Est. Return 16.3%
This Quarter Est. Return
1 Year Est. Return
+16.3%
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 Limited
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
76
$4.85M 0.39%
119,707
-220
77
$4.81M 0.39%
39,271
-550
78
$4.76M 0.38%
97,660
+7,204
79
$4.64M 0.37%
74,357
+3,919
80
$4.6M 0.37%
44,608
+381
81
$4.52M 0.36%
91,337
+5,641
82
$4.5M 0.36%
47,190
+2,406
83
$4.48M 0.36%
90,688
-742
84
$4.45M 0.36%
77,992
+2,516
85
$4.38M 0.35%
58,879
-2,825
86
$4.26M 0.34%
37,182
+6,144
87
$4.16M 0.33%
74,511
+4,050
88
$4.14M 0.33%
46,874
-188
89
$4.13M 0.33%
96,312
+5,185
90
$4.08M 0.33%
192,919
+32,245
91
$3.96M 0.32%
29,816
92
$3.96M 0.32%
50,975
+5,072
93
$3.94M 0.32%
54,186
-1,007
94
$3.94M 0.32%
138,529
-2,400
95
$3.79M 0.3%
40,499
-514
96
$3.75M 0.3%
79,136
+11,502
97
$3.72M 0.3%
142,854
-409
98
$3.71M 0.3%
175,295
+6,944
99
$3.67M 0.29%
139,728
-3,071
100
$3.65M 0.29%
33,774
+747
2 3
4
5 6