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
251
$597K 0.07%
+23,204
252
$595K 0.07%
+41,650
253
$564K 0.07%
+27,020
254
$564K 0.07%
+22,458
255
$559K 0.07%
+9,835
256
$550K 0.07%
+14,038
257
$544K 0.07%
+11,089
258
$543K 0.07%
+8,293
259
$541K 0.07%
+21,368
260
$535K 0.06%
+6,930
261
$529K 0.06%
+20,732
262
$527K 0.06%
+46,786
263
$526K 0.06%
+20,047
264
$524K 0.06%
+20,920
265
$513K 0.06%
+20,517
266
$510K 0.06%
+19,504
267
$505K 0.06%
+10,000
268
$505K 0.06%
+19,753
269
$503K 0.06%
+21,300
270
$500K 0.06%
+17,978
271
$496K 0.06%
+12,940
272
$496K 0.06%
+20,423
273
$495K 0.06%
+19,900
274
$494K 0.06%
+6,575
275
$494K 0.06%
+19,834
9 10
11
12 13