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
151
$1.48M 0.18%
23,233
+3,451
152
$1.46M 0.17%
17,174
-640
153
$1.46M 0.17%
51,990
-300
154
$1.46M 0.17%
21,219
-448
155
$1.45M 0.17%
43,967
-125
156
$1.42M 0.17%
56,883
+1,330
157
$1.4M 0.17%
53,826
+3,487
158
$1.39M 0.17%
59,210
-14,695
159
$1.39M 0.17%
53,359
-6,197
160
$1.37M 0.16%
46,159
+8,700
161
$1.37M 0.16%
53,515
+9,479
162
$1.37M 0.16%
32,000
-1,205
163
$1.35M 0.16%
15,450
164
$1.32M 0.16%
40,730
+300
165
$1.31M 0.16%
50,450
+110
166
$1.29M 0.15%
49,672
+1,599
167
$1.27M 0.15%
92,412
+3,299
168
$1.27M 0.15%
30,402
+7,120
169
$1.27M 0.15%
50,722
+5,692
170
$1.24M 0.15%
48,683
+16,560
171
$1.23M 0.15%
10,990
172
$1.22M 0.15%
72,167
+24,125
173
$1.21M 0.14%
47,355
+14,140
174
$1.2M 0.14%
32,444
+6,770
175
$1.2M 0.14%
47,050
-1,059
5 6
7
8 9