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
176
$1.11M 0.13%
+37,459
177
$1.09M 0.13%
+29,975
178
$1.08M 0.13%
+10,990
179
$1.08M 0.13%
+40,113
180
$1.07M 0.13%
+7,209
181
$1.07M 0.13%
+44,001
182
$1.07M 0.13%
+19,075
183
$1.06M 0.13%
+62,171
184
$1.05M 0.13%
+40,500
185
$1.04M 0.13%
+36,690
186
$1.04M 0.13%
+21,214
187
$1.04M 0.13%
+41,046
188
$1.03M 0.12%
+159,030
189
$1M 0.12%
+4,662
190
$989K 0.12%
+42,815
191
$985K 0.12%
+38,012
192
$965K 0.12%
+13,535
193
$964K 0.12%
+35,456
194
$953K 0.12%
+15,603
195
$945K 0.11%
+36,350
196
$918K 0.11%
+25,674
197
$914K 0.11%
+23,282
198
$911K 0.11%
+18,975
199
$908K 0.11%
+36,572
200
$899K 0.11%
+21,925
6 7
8
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