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
176
$1.56M 0.14%
58,048
+1,904
177
$1.56M 0.14%
46,640
-55
178
$1.55M 0.14%
40,905
-23
179
$1.55M 0.14%
58,800
+6,450
180
$1.55M 0.14%
20,233
+1,401
181
$1.53M 0.14%
59,410
+3,250
182
$1.52M 0.14%
57,610
+5,447
183
$1.51M 0.14%
51,050
184
$1.5M 0.14%
4,527
185
$1.5M 0.14%
12,868
+906
186
$1.47M 0.13%
56,936
+4,750
187
$1.45M 0.13%
55,720
-36,943
188
$1.44M 0.13%
16,522
+175
189
$1.44M 0.13%
47,850
-11,700
190
$1.4M 0.13%
41,934
-1,000
191
$1.4M 0.13%
+167,650
192
$1.37M 0.13%
172,374
193
$1.37M 0.13%
54,300
-740
194
$1.34M 0.12%
52,113
-1,266
195
$1.34M 0.12%
13,687
+1,782
196
$1.33M 0.12%
48,470
-470
197
$1.28M 0.12%
54,554
+14
198
$1.27M 0.12%
27,490
+2,245
199
$1.26M 0.12%
19,931
-555
200
$1.25M 0.11%
7,355
6 7
8
9 10