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
201
$956K 0.11%
15,203
-1,431
202
$955K 0.11%
37,324
-3,722
203
$943K 0.11%
37,145
+7,594
204
$938K 0.11%
35,836
+6,281
205
$937K 0.11%
46,895
-10,240
206
$920K 0.11%
13,765
-750
207
$917K 0.11%
14,835
+329
208
$911K 0.11%
24,866
209
$911K 0.11%
36,951
+2,061
210
$906K 0.11%
22,444
+519
211
$891K 0.11%
37,747
+2,291
212
$886K 0.11%
6,912
-270
213
$886K 0.11%
41,601
-2,400
214
$883K 0.11%
10,560
215
$882K 0.11%
34,113
+5,963
216
$874K 0.1%
33,959
+13,912
217
$855K 0.1%
15,948
218
$839K 0.1%
19,381
+406
219
$834K 0.1%
35,043
-1,529
220
$833K 0.1%
12,446
+1,928
221
$832K 0.1%
22,683
-598
222
$829K 0.1%
32,300
223
$828K 0.1%
10,710
+1,510
224
$827K 0.1%
30,699
+1,175
225
$802K 0.1%
12,241
+542
7 8
9
10 11