KIA
KCM Investment Advisors Portfolio holdings
AUM
$2.98B
1-Year Return
16.3%
This Quarter Return
+0.66%
1 Year Return
+16.3%
3 Year Return
+70.08%
5 Year Return
+119.63%
10 Year Return
+251.67%
AUM
$827M
AUM Growth
–
Cap. Flow
+$810M
Cap. Flow
% of AUM
97.9%
Top 10 Holdings %
Top 10 Hldgs %
18.52%
Holding
432
New
424
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Verizon
VZ
|
$21M |
| 2 |
Wells Fargo
WFC
|
$20.2M |
| 3 |
Chevron
CVX
|
$19.7M |
| 4 |
Johnson & Johnson
JNJ
|
$16.3M |
| 5 |
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% |
