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
151
$1.9M 0.17%
55,405
+237
152
$1.89M 0.17%
50,064
+4,128
153
$1.89M 0.17%
45,056
+16,304
154
$1.88M 0.17%
127,404
+13,611
155
$1.87M 0.17%
33,132
+3,927
156
$1.85M 0.17%
13,173
+1
157
$1.84M 0.17%
43,932
-165
158
$1.81M 0.17%
57,979
-200
159
$1.77M 0.16%
67,604
-2,500
160
$1.77M 0.16%
69,249
-2,085
161
$1.74M 0.16%
62,220
-950
162
$1.74M 0.16%
21,213
-154
163
$1.74M 0.16%
68,768
+7,985
164
$1.72M 0.16%
42,765
-8,001
165
$1.7M 0.16%
25,661
-949
166
$1.69M 0.15%
37,115
-120
167
$1.67M 0.15%
65,577
-319
168
$1.67M 0.15%
81,946
+2,057
169
$1.67M 0.15%
15,639
-1,294
170
$1.66M 0.15%
44,583
+1,480
171
$1.66M 0.15%
28,484
+1,795
172
$1.61M 0.15%
64,181
+2,941
173
$1.6M 0.15%
124,083
+78,252
174
$1.59M 0.15%
55,630
+200
175
$1.59M 0.15%
57,427
-312
5 6
7
8 9