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
201
$1.24M 0.11%
22,021
+660
202
$1.24M 0.11%
30,396
-1,749
203
$1.24M 0.11%
47,753
-467
204
$1.23M 0.11%
13,921
+3,964
205
$1.21M 0.11%
46,422
-500
206
$1.21M 0.11%
44,366
+490
207
$1.18M 0.11%
34,235
+4,960
208
$1.18M 0.11%
36,940
+250
209
$1.17M 0.11%
43,635
+18,100
210
$1.16M 0.11%
15,573
+627
211
$1.14M 0.1%
43,487
+8,774
212
$1.13M 0.1%
42,787
+2,050
213
$1.12M 0.1%
10,329
+168
214
$1.11M 0.1%
32,060
-3,785
215
$1.1M 0.1%
43,092
-909
216
$1.1M 0.1%
42,751
-27,664
217
$1.08M 0.1%
12,539
+2,657
218
$1.07M 0.1%
41,695
-2,754
219
$1.07M 0.1%
41,641
-1,000
220
$1.05M 0.1%
25,054
+18
221
$1.04M 0.1%
914
-103
222
$1.03M 0.09%
14,574
-214
223
$1.03M 0.09%
25,221
-702
224
$1.03M 0.09%
+40,231
225
$1.01M 0.09%
11,201
+6,000
7 8
9
10 11