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
51
$4.01M 0.49%
+148,083
52
$4M 0.48%
+162,262
53
$3.98M 0.48%
+115,628
54
$3.95M 0.48%
+62,557
55
$3.94M 0.48%
+52,113
56
$3.9M 0.47%
+151,144
57
$3.81M 0.46%
+49,201
58
$3.77M 0.46%
+141,662
59
$3.74M 0.45%
+147,695
60
$3.74M 0.45%
+43,760
61
$3.7M 0.45%
+76,783
62
$3.67M 0.44%
+43,100
63
$3.66M 0.44%
+114,908
64
$3.66M 0.44%
+147,110
65
$3.6M 0.44%
+17,134
66
$3.52M 0.42%
+131,820
67
$3.46M 0.42%
+60,363
68
$3.42M 0.41%
+36,000
69
$3.39M 0.41%
+131,284
70
$3.34M 0.4%
+55,177
71
$3.31M 0.4%
+52,965
72
$3.27M 0.4%
+100,781
73
$3.23M 0.39%
+82,138
74
$3.23M 0.39%
+50,911
75
$3.04M 0.37%
+140,239
1 2
3
4 5