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KIA
KCM Investment Advisors Portfolio holdings
AUM
$3.01B
1-Year Est. Return
21.97%
This Fund
S&P 500
This Quarter
Est. Return
+0.66%
1 Year Est. Return
+21.97%
3 Year Est. Return
+71.25%
5 Year Est. Return
+89.24%
10 Year Est. Return
+282.33%
AUM
$827M
AUM Growth
–
Cap. Flow
+$821M
Cap. Flow
% of AUM
99.2%
Top 10 Holdings %
Top 10 Hldgs %
18.52%
Holding
432
New
423
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Verizon
VZ
|
+$21.3M |
| 2 |
Chevron
CVX
|
+$20.1M |
| 3 |
Wells Fargo
WFC
|
+$19.1M |
| 4 |
Johnson & Johnson
JNJ
|
+$16.2M |
| 5 |
Procter & Gamble
PG
|
+$14.7M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 10.59% |
| 2 | Consumer Staples | 9.5% |
| 3 | Energy | 8.91% |
| 4 | Industrials | 6.5% |
| 5 | Technology | 6.32% |
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KCM Investment Advisors's Q2 2013 Portfolio in Review
Q2 2013 is the first quarter with a 13F filing on record for KCM Investment Advisors, which disclosed 432 positions worth $827M. Its ten largest holdings account for 19% of the portfolio.
Its largest position is Verizon: 416,382 shares worth $21M.
By sector, the portfolio is most concentrated in Healthcare at 11% of assets, followed by Consumer Staples and Energy.
- KCM Investment Advisors's largest Q2 2013 buy was Verizon: 416,382 shares worth $21M.
- KCM Investment Advisors's ten largest holdings make up 19% of its $827M portfolio in Q2 2013.
- KCM Investment Advisors disclosed 432 positions in Q2 2013, its first 13F filing on record.
Based on KCM Investment Advisors's 13F filing for Q2 2013, filed 13 Aug 2013.