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
$1.25B
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 Ltd
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
126
$2.63M 0.21%
73,807
+29,987
127
$2.62M 0.21%
98,748
-2,000
128
$2.57M 0.21%
+103,000
129
$2.54M 0.2%
100,824
+1,425
130
$2.5M 0.2%
+31,142
131
$2.49M 0.2%
75,750
+2,933
132
$2.48M 0.2%
55,994
-2,680
133
$2.43M 0.19%
41,011
+4,975
134
$2.4M 0.19%
11,847
+4,304
135
$2.39M 0.19%
89,676
+1,492
136
$2.38M 0.19%
93,103
+21,485
137
$2.35M 0.19%
19,420
-3,931
138
$2.34M 0.19%
14,641
+1,353
139
$2.33M 0.19%
22,100
+1,548
140
$2.33M 0.19%
144,576
+1,268
141
$2.3M 0.18%
68,413
-600
142
$2.27M 0.18%
79,836
+7,934
143
$2.25M 0.18%
208,448
+22,024
144
$2.25M 0.18%
85,858
-2,190
145
$2.21M 0.18%
268,110
+1,794
146
$2.19M 0.18%
154,631
+2,841
147
$2.14M 0.17%
15,780
+87
148
$2.13M 0.17%
148,464
+9,441
149
$2.13M 0.17%
39,144
-200
150
$2.13M 0.17%
59,068
+1,686
4 5
6
7 8