KIA

KCM Investment Advisors Portfolio holdings

AUM $3.12B
1-Year Est. Return 19.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.36%
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
+$21.3M
2
+$20.1M
3
+$19.1M
4
JNJ icon
Johnson & Johnson
JNJ
+$16.2M
5
PG icon
Procter & Gamble
PG
+$14.7M

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
401
$56K 0.01%
+36,261
402
$53K 0.01%
+44,086
403
$49K 0.01%
+1,500
404
$44K 0.01%
+10,000
405
$32K ﹤0.01%
+1
406
$28K ﹤0.01%
+10,000
407
$17K ﹤0.01%
+1,250
408
$0 ﹤0.01%
+12,245
13 14 15 16
17