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
151
$1.44M 0.17%
+44,092
152
$1.44M 0.17%
+17,680
153
$1.43M 0.17%
+21,667
154
$1.42M 0.17%
+40,430
155
$1.42M 0.17%
+50,339
156
$1.39M 0.17%
+55,553
157
$1.36M 0.16%
+33,205
158
$1.36M 0.16%
+53,613
159
$1.32M 0.16%
+39,125
160
$1.29M 0.16%
+17,993
161
$1.27M 0.15%
+48,073
162
$1.26M 0.15%
+50,541
163
$1.24M 0.15%
+57,135
164
$1.22M 0.15%
+48,109
165
$1.21M 0.15%
+50,500
166
$1.21M 0.15%
+15,450
167
$1.2M 0.14%
+36,584
168
$1.19M 0.14%
+45,030
169
$1.18M 0.14%
+20,143
170
$1.17M 0.14%
+43,792
171
$1.15M 0.14%
+89,113
172
$1.15M 0.14%
+44,036
173
$1.13M 0.14%
+19,782
174
$1.13M 0.14%
+44,255
175
$1.12M 0.14%
+44,754
5 6
7
8 9