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
126
$1.97M 0.24%
51,616
+2,362
127
$1.85M 0.22%
73,354
-1,011
128
$1.84M 0.22%
71,275
+44
129
$1.84M 0.22%
14,359
-1,041
130
$1.84M 0.22%
80,550
-5,217
131
$1.82M 0.22%
70,563
-10,022
132
$1.81M 0.22%
80,226
+53,206
133
$1.74M 0.21%
45,162
+835
134
$1.72M 0.21%
56,384
+2,782
135
$1.72M 0.21%
+68,050
136
$1.72M 0.2%
69,168
+12,290
137
$1.69M 0.2%
53,768
+2,459
138
$1.67M 0.2%
70,476
+5,549
139
$1.66M 0.2%
121,457
+3,370
140
$1.66M 0.2%
65,608
+200
141
$1.65M 0.2%
31,350
-1,136
142
$1.62M 0.19%
18,305
+312
143
$1.62M 0.19%
64,781
+10,150
144
$1.61M 0.19%
22,530
+14,237
145
$1.6M 0.19%
63,114
+38,754
146
$1.56M 0.19%
40,492
+3,908
147
$1.55M 0.18%
63,690
-2,200
148
$1.54M 0.18%
62,360
+1,045
149
$1.54M 0.18%
18,877
+1,197
150
$1.5M 0.18%
71,888
-954
4 5
6
7 8