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
126
$2.49M 0.23%
98,815
-600
127
$2.4M 0.22%
41,732
-278
128
$2.38M 0.22%
59,783
+51
129
$2.36M 0.22%
70,962
+854
130
$2.34M 0.21%
88,784
+1,941
131
$2.3M 0.21%
19,200
+118
132
$2.28M 0.21%
44,667
+1,681
133
$2.26M 0.21%
1,882
+738
134
$2.24M 0.21%
88,638
-1,590
135
$2.24M 0.21%
73,550
+8,548
136
$2.23M 0.2%
15,287
-84
137
$2.21M 0.2%
+281,496
138
$2.19M 0.2%
26,219
+2,169
139
$2.16M 0.2%
87,429
+58,748
140
$2.13M 0.2%
35,755
+3,430
141
$2.11M 0.19%
33,695
+1,890
142
$2.1M 0.19%
21,251
+83
143
$2.03M 0.19%
77,495
+1,503
144
$2.01M 0.18%
77,293
+158
145
$2.01M 0.18%
20,317
-1,020
146
$2M 0.18%
15,699
+119
147
$1.98M 0.18%
30,816
-2,642
148
$1.95M 0.18%
75,470
-50,302
149
$1.94M 0.18%
16,465
+720
150
$1.91M 0.17%
20,940
+4,140
4 5
6
7 8