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
176
$1.75M 0.14%
19,431
+95
177
$1.74M 0.14%
66,004
178
$1.74M 0.14%
66,002
+745
179
$1.73M 0.14%
67,174
-685
180
$1.71M 0.14%
21,342
+64
181
$1.69M 0.14%
24,755
-1,989
182
$1.66M 0.13%
42,994
+1,060
183
$1.65M 0.13%
14,500
+443
184
$1.65M 0.13%
55,368
+138
185
$1.64M 0.13%
62,161
+1,550
186
$1.63M 0.13%
57,615
-206
187
$1.63M 0.13%
58,220
-800
188
$1.63M 0.13%
30,830
+2,469
189
$1.62M 0.13%
61,800
+15,450
190
$1.61M 0.13%
59,756
+1,170
191
$1.6M 0.13%
59,375
+10,344
192
$1.58M 0.13%
59,260
-1,150
193
$1.54M 0.12%
50,250
194
$1.51M 0.12%
49,675
+1,200
195
$1.51M 0.12%
179,202
+3,828
196
$1.51M 0.12%
59,712
+1,969
197
$1.5M 0.12%
23,373
+685
198
$1.48M 0.12%
16,924
-516
199
$1.48M 0.12%
24,857
+19,533
200
$1.46M 0.12%
+58,600
6 7
8
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