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
126
$1.86M 0.22%
+71,231
127
$1.85M 0.22%
+73,905
128
$1.83M 0.22%
+33,539
129
$1.83M 0.22%
+21,581
130
$1.8M 0.22%
+24,111
131
$1.79M 0.22%
+44,327
132
$1.7M 0.21%
+65,890
133
$1.7M 0.21%
+14,886
134
$1.7M 0.2%
+64,927
135
$1.69M 0.2%
+118,087
136
$1.67M 0.2%
+50,340
137
$1.67M 0.2%
+53,602
138
$1.65M 0.2%
+65,408
139
$1.62M 0.2%
+14,057
140
$1.62M 0.2%
+59,756
141
$1.59M 0.19%
+61,315
142
$1.59M 0.19%
+59,556
143
$1.56M 0.19%
+32,486
144
$1.55M 0.19%
+52,290
145
$1.53M 0.19%
+17,814
146
$1.53M 0.18%
+49,254
147
$1.5M 0.18%
+72,842
148
$1.47M 0.18%
+54,631
149
$1.46M 0.18%
+51,309
150
$1.46M 0.18%
+56,878
4 5
6
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