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
101
$3.07M 0.28%
47,310
-1,689
102
$3.03M 0.28%
67,078
+4,302
103
$3.02M 0.28%
84,404
-2,965
104
$3.01M 0.28%
92,113
+2,767
105
$2.98M 0.27%
32,929
+1,886
106
$2.91M 0.27%
43,731
+6,064
107
$2.9M 0.27%
31,121
-12,281
108
$2.86M 0.26%
72,087
-1,860
109
$2.83M 0.26%
166,203
+25,791
110
$2.83M 0.26%
21,920
+1,590
111
$2.78M 0.25%
52,387
+570
112
$2.77M 0.25%
20,087
-633
113
$2.73M 0.25%
30,016
+260
114
$2.71M 0.25%
40,556
+756
115
$2.7M 0.25%
63,063
+5,510
116
$2.65M 0.24%
100,162
+7,565
117
$2.63M 0.24%
62,925
+1,183
118
$2.61M 0.24%
106,844
+32,162
119
$2.57M 0.24%
59,813
+28,004
120
$2.56M 0.23%
58,699
-2,150
121
$2.56M 0.23%
98,959
+12,250
122
$2.53M 0.23%
96,819
+18,968
123
$2.52M 0.23%
96,502
+17,885
124
$2.5M 0.23%
155,063
+23,315
125
$2.49M 0.23%
47,198
3 4
5
6 7