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
$827M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
432
New
Increased
Reduced
Closed

Top Buys

1
+$21M
2
+$20.2M
3
+$19.7M
4
JNJ icon
Johnson & Johnson
JNJ
+$16.3M
5
PG icon
Procter & Gamble
PG
+$14.4M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 10.59%
2 Consumer Staples 9.5%
3 Energy 8.91%
4 Industrials 6.5%
5 Technology 6.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$707K 0.09%
+32,971
227
$703K 0.09%
+14,646
228
$703K 0.09%
+27,371
229
$700K 0.08%
+9,461
230
$699K 0.08%
+26,420
231
$697K 0.08%
+18,700
232
$693K 0.08%
+1,205
233
$692K 0.08%
+11,699
234
$692K 0.08%
+26,167
235
$679K 0.08%
+27,039
236
$677K 0.08%
+26,842
237
$673K 0.08%
+10,518
238
$663K 0.08%
+27,100
239
$658K 0.08%
+25,530
240
$658K 0.08%
+24,360
241
$654K 0.08%
+25,556
242
$651K 0.08%
+19,282
243
$650K 0.08%
+57,150
244
$631K 0.08%
+46,557
245
$629K 0.08%
+649
246
$620K 0.07%
+26,840
247
$612K 0.07%
+9,200
248
$612K 0.07%
+24,775
249
$600K 0.07%
+23,852
250
$598K 0.07%
+24,800
8 9
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