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
101
$2.43M 0.29%
32,221
+8,110
102
$2.43M 0.29%
28,040
+256
103
$2.4M 0.29%
26,526
+26
104
$2.36M 0.28%
55,140
-150
105
$2.34M 0.28%
56,898
+1,786
106
$2.34M 0.28%
46,255
+260
107
$2.3M 0.27%
27,753
+429
108
$2.26M 0.27%
29,018
+340
109
$2.26M 0.27%
39,805
-1,927
110
$2.26M 0.27%
15,425
+539
111
$2.25M 0.27%
56,918
112
$2.24M 0.27%
67,072
-5,270
113
$2.24M 0.27%
93,338
-3,749
114
$2.23M 0.27%
56,145
+658
115
$2.19M 0.26%
36,183
+616
116
$2.18M 0.26%
22,122
+541
117
$2.18M 0.26%
18,134
+4,077
118
$2.15M 0.26%
84,333
+24,577
119
$2.13M 0.25%
45,908
+1,757
120
$2.08M 0.25%
51,874
+1,475
121
$2.06M 0.25%
18,128
-6,600
122
$2.04M 0.24%
80,583
+1,600
123
$2.02M 0.24%
31,189
-2,350
124
$1.97M 0.24%
79,341
-5,933
125
$1.97M 0.24%
29,526
-1,535
3 4
5
6 7