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
376
$248K 0.03%
+7,905
377
$248K 0.03%
+9,982
378
$245K 0.03%
+5,370
379
$244K 0.03%
+4,325
380
$239K 0.03%
+9,562
381
$231K 0.03%
+3,508
382
$229K 0.03%
+4,100
383
$227K 0.03%
+4,653
384
$221K 0.03%
+3,584
385
$221K 0.03%
+2,180
386
$219K 0.03%
+4,571
387
$217K 0.03%
+3,545
388
$214K 0.03%
+5,679
389
$214K 0.03%
+4,388
390
$214K 0.03%
+8,543
391
$210K 0.03%
+2,655
392
$208K 0.03%
+5,670
393
$208K 0.03%
+8,173
394
$207K 0.03%
+6,394
395
$202K 0.02%
+7,970
396
$201K 0.02%
+3,416
397
$187K 0.02%
+10,000
398
$147K 0.02%
+15,576
399
$140K 0.02%
+10,000
400
$75K 0.01%
+1,228
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