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
76
$3.03M 0.37%
+58,870
77
$3.02M 0.37%
+103,061
78
$3M 0.36%
+115,810
79
$3M 0.36%
+136,911
80
$2.96M 0.36%
+48,758
81
$2.94M 0.36%
+120,873
82
$2.94M 0.35%
+106,657
83
$2.91M 0.35%
+40,416
84
$2.89M 0.35%
+70,552
85
$2.87M 0.35%
+70,527
86
$2.82M 0.34%
+27,571
87
$2.77M 0.33%
+24,728
88
$2.73M 0.33%
+89,313
89
$2.73M 0.33%
+64,127
90
$2.72M 0.33%
+101,332
91
$2.65M 0.32%
+109,816
92
$2.64M 0.32%
+30,514
93
$2.62M 0.32%
+65,148
94
$2.56M 0.31%
+32,088
95
$2.56M 0.31%
+92,595
96
$2.49M 0.3%
+31,862
97
$2.44M 0.3%
+55,317
98
$2.43M 0.29%
+55,112
99
$2.41M 0.29%
+27,784
100
$2.39M 0.29%
+41,732
2 3
4
5 6