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
151
$2.13M 0.17%
82,760
+4,007
152
$2.12M 0.17%
78,037
-4,499
153
$2.1M 0.17%
32,332
+129
154
$2.08M 0.17%
19,206
+4,935
155
$2.07M 0.17%
47,351
-72
156
$2.05M 0.16%
35,542
-252
157
$2.01M 0.16%
35,499
+731
158
$2.01M 0.16%
76,520
+164
159
$2.01M 0.16%
75,190
+2,870
160
$2M 0.16%
20,350
+163
161
$1.98M 0.16%
97,173
-12,941
162
$1.98M 0.16%
+78,725
163
$1.97M 0.16%
+71,050
164
$1.96M 0.16%
49,171
+3,106
165
$1.94M 0.16%
69,744
+2,867
166
$1.93M 0.15%
74,417
+3,288
167
$1.91M 0.15%
45,458
+25
168
$1.9M 0.15%
17,491
+636
169
$1.89M 0.15%
25,131
-910
170
$1.85M 0.15%
27,188
+4,615
171
$1.85M 0.15%
43,934
+2,202
172
$1.81M 0.14%
38,554
-290
173
$1.8M 0.14%
4,254
-130
174
$1.79M 0.14%
57,479
-500
175
$1.77M 0.14%
47,388
+285
5 6
7
8 9