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
351
$280K 0.03%
+11,674
352
$278K 0.03%
+10,758
353
$277K 0.03%
+5,490
354
$275K 0.03%
+7,289
355
$272K 0.03%
+3,699
356
$270K 0.03%
+6,054
357
$267K 0.03%
+4,088
358
$265K 0.03%
+5,512
359
$265K 0.03%
+2,733
360
$264K 0.03%
+5,814
361
$264K 0.03%
+7,418
362
$264K 0.03%
+7,750
363
$263K 0.03%
+3,621
364
$261K 0.03%
+3,949
365
$257K 0.03%
+10,565
366
$257K 0.03%
+5,029
367
$255K 0.03%
+4,253
368
$254K 0.03%
+4,091
369
$254K 0.03%
+5,453
370
$253K 0.03%
+10,057
371
$251K 0.03%
+6,475
372
$251K 0.03%
+65
373
$250K 0.03%
+10,300
374
$250K 0.03%
+10,429
375
$249K 0.03%
+2,901
13 14
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