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
276
$490K 0.06%
+8,270
277
$483K 0.06%
+17,931
278
$474K 0.06%
+10,396
279
$473K 0.06%
+19,300
280
$471K 0.06%
+10,440
281
$470K 0.06%
+19,140
282
$464K 0.06%
+18,300
283
$461K 0.06%
+10,092
284
$459K 0.06%
+10,048
285
$455K 0.06%
+17,500
286
$451K 0.05%
+18,178
287
$450K 0.05%
+11,676
288
$448K 0.05%
+16,716
289
$447K 0.05%
+7,634
290
$446K 0.05%
+2,772
291
$442K 0.05%
+8,720
292
$442K 0.05%
+17,500
293
$442K 0.05%
+9,725
294
$436K 0.05%
+7,996
295
$435K 0.05%
+11,551
296
$434K 0.05%
+18,425
297
$432K 0.05%
+17,800
298
$427K 0.05%
+17,418
299
$424K 0.05%
+16,900
300
$422K 0.05%
+3,668
10 11
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