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
26
$6.36M 0.77%
+153,777
27
$6.3M 0.76%
+152,353
28
$6.22M 0.75%
+177,785
29
$6.02M 0.73%
+114,007
30
$5.78M 0.7%
+167,187
31
$5.56M 0.67%
+59,699
32
$5.28M 0.64%
+61,810
33
$5.21M 0.63%
+192,409
34
$5.2M 0.63%
+75,511
35
$5.17M 0.62%
+80,764
36
$5.14M 0.62%
+99,835
37
$5M 0.6%
+103,124
38
$4.97M 0.6%
+99,619
39
$4.84M 0.59%
+109,293
40
$4.83M 0.58%
+58,536
41
$4.74M 0.57%
+29,567
42
$4.67M 0.56%
+116,355
43
$4.55M 0.55%
+54,777
44
$4.55M 0.55%
+48,600
45
$4.53M 0.55%
+176,769
46
$4.48M 0.54%
+59,199
47
$4.37M 0.53%
+168,815
48
$4.31M 0.52%
+168,517
49
$4.26M 0.52%
+82,772
50
$4.21M 0.51%
+104,316
1
2
3 4 5