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
326
$354K 0.04%
+4,228
327
$353K 0.04%
+14,144
328
$352K 0.04%
+4,832
329
$348K 0.04%
+6,973
330
$344K 0.04%
+5,256
331
$337K 0.04%
+16,966
332
$336K 0.04%
+13,272
333
$334K 0.04%
+14,000
334
$333K 0.04%
+13,320
335
$324K 0.04%
+12,750
336
$323K 0.04%
+13,081
337
$319K 0.04%
+9,600
338
$315K 0.04%
+12,713
339
$315K 0.04%
+12,394
340
$311K 0.04%
+12,350
341
$305K 0.04%
+4,710
342
$304K 0.04%
+1,915
343
$304K 0.04%
+5,395
344
$297K 0.04%
+11,918
345
$294K 0.04%
+6,565
346
$294K 0.04%
+6,712
347
$293K 0.04%
+5,500
348
$291K 0.04%
+6,923
349
$283K 0.03%
+7,826
350
$282K 0.03%
+13,270
12 13
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