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
201
$1.44M 0.12%
35,265
-6,375
202
$1.43M 0.11%
21,085
+1,757
203
$1.42M 0.11%
16,781
+3,046
204
$1.41M 0.11%
31,804
+3,704
205
$1.41M 0.11%
42,687
-78
206
$1.36M 0.11%
51,625
-1,915
207
$1.33M 0.11%
54,564
+4,354
208
$1.31M 0.11%
47,841
+2,802
209
$1.3M 0.1%
32,485
+1,977
210
$1.29M 0.1%
10,403
+310
211
$1.29M 0.1%
48,436
+566
212
$1.27M 0.1%
54,586
+17
213
$1.26M 0.1%
44,458
+1,146
214
$1.26M 0.1%
47,606
+11,976
215
$1.25M 0.1%
27,992
+24
216
$1.23M 0.1%
46,477
+2,250
217
$1.22M 0.1%
14,064
-150
218
$1.2M 0.1%
53,800
+1,192
219
$1.19M 0.1%
45,172
-500
220
$1.19M 0.09%
45,050
+16,100
221
$1.17M 0.09%
14,143
-51
222
$1.14M 0.09%
9,643
+151
223
$1.13M 0.09%
16,293
+1,347
224
$1.13M 0.09%
42,494
-291
225
$1.1M 0.09%
41,995
-9,400
7 8
9
10 11