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
101
$3.54M 0.28%
79,911
+18,725
102
$3.46M 0.28%
136,800
-900
103
$3.43M 0.27%
124,488
+2,980
104
$3.36M 0.27%
67,661
-70
105
$3.34M 0.27%
22,249
-1,796
106
$3.3M 0.26%
44,681
-613
107
$3.29M 0.26%
113,769
+1,510
108
$3.26M 0.26%
123,021
+8,227
109
$3.22M 0.26%
124,054
-3,600
110
$3.18M 0.25%
121,275
-400
111
$3.17M 0.25%
36,449
+1,505
112
$3.14M 0.25%
119,191
+10,113
113
$3.14M 0.25%
31,066
+516
114
$3.13M 0.25%
21,658
+287
115
$3.08M 0.25%
19,920
+750
116
$3.08M 0.25%
15,223
-49
117
$3.04M 0.24%
72,713
-1,219
118
$2.83M 0.23%
106,074
+3,078
119
$2.81M 0.22%
+144,681
120
$2.79M 0.22%
35,718
+620
121
$2.74M 0.22%
64,603
-621
122
$2.71M 0.22%
19,395
+135
123
$2.69M 0.22%
74,461
-55,252
124
$2.69M 0.22%
36,740
+500
125
$2.66M 0.21%
99,295
+450
3 4
5
6 7