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
101
$2.28M 0.28%
+74,381
102
$2.28M 0.28%
+97,087
103
$2.27M 0.27%
+38,881
104
$2.26M 0.27%
+55,290
105
$2.24M 0.27%
+85,362
106
$2.2M 0.27%
+55,487
107
$2.19M 0.26%
+45,995
108
$2.19M 0.26%
+85,274
109
$2.17M 0.26%
+25,688
110
$2.14M 0.26%
+85,767
111
$2.14M 0.26%
+27,324
112
$2.1M 0.25%
+31,061
113
$2.1M 0.25%
+72,342
114
$2.09M 0.25%
+28,678
115
$2.08M 0.25%
+78,983
116
$2.06M 0.25%
+48,053
117
$2.05M 0.25%
+80,585
118
$2.05M 0.25%
+26,500
119
$2.03M 0.24%
+56,918
120
$2.01M 0.24%
+35,567
121
$1.96M 0.24%
+50,399
122
$1.94M 0.23%
+76,315
123
$1.91M 0.23%
+74,365
124
$1.88M 0.23%
+44,151
125
$1.86M 0.22%
+15,400
3 4
5
6 7