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
176
$1.2M 0.14%
48,560
+20,550
177
$1.18M 0.14%
47,041
-3,500
178
$1.13M 0.13%
22,429
+1,215
179
$1.12M 0.13%
64,255
+2,084
180
$1.1M 0.13%
42,410
-1,382
181
$1.09M 0.13%
42,732
+9,273
182
$1.09M 0.13%
159,030
183
$1.08M 0.13%
4,504
-158
184
$1.08M 0.13%
43,415
+600
185
$1.07M 0.13%
13,535
186
$1.06M 0.13%
19,268
-875
187
$1.06M 0.13%
40,114
+1
188
$1.05M 0.13%
42,855
-1,400
189
$1.05M 0.13%
36,690
190
$1.05M 0.13%
6,944
-265
191
$1.04M 0.12%
50,725
-59,091
192
$1.04M 0.12%
41,750
+1,250
193
$1.02M 0.12%
28,075
-1,900
194
$1.02M 0.12%
30,750
-1,500
195
$1.01M 0.12%
19,320
+245
196
$1M 0.12%
18,836
+1,436
197
$1M 0.12%
38,600
-525
198
$1M 0.12%
14,899
-704
199
$1M 0.12%
39,286
+1,274
200
$973K 0.12%
+18,766
6 7
8
9 10