KCM

Kanawha Capital Management Portfolio holdings

AUM $1.35B
1-Year Est. Return 17.04%
This Quarter Est. Return
1 Year Est. Return
+17.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$582M
AUM Growth
+$25.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$4.34M
2
+$1.14M
3
+$646K
4
CVX icon
Chevron
CVX
+$585K
5
MCK icon
McKesson
MCK
+$541K

Top Sells

1
+$5.71M
2
+$680K
3
+$625K
4
DE icon
Deere & Co
DE
+$231K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$211K

Sector Composition

1 Technology 13.1%
2 Industrials 12.49%
3 Healthcare 12.48%
4 Consumer Staples 12.02%
5 Financials 10.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.4M 1.45%
181,177
+1,480
27
$8.21M 1.41%
133,575
-688
28
$7.47M 1.28%
36,864
+150
29
$7.38M 1.27%
104,473
+1,440
30
$7.18M 1.23%
121,212
+1,061
31
$7.16M 1.23%
171,050
+5,335
32
$6.92M 1.19%
169,196
+9,362
33
$6.84M 1.18%
81,652
-30
34
$6.81M 1.17%
32,950
-25
35
$6.75M 1.16%
202,784
+6,725
36
$6.5M 1.12%
44,880
+1,458
37
$6.26M 1.08%
56,178
+3,180
38
$6.18M 1.06%
74,208
-797
39
$6.14M 1.05%
215,541
+620
40
$6.02M 1.04%
203,610
-263
41
$5.99M 1.03%
44,531
+1,625
42
$5.93M 1.02%
222,419
-4,375
43
$5.84M 1%
112,982
+3,476
44
$5.81M 1%
143,217
+360
45
$5.59M 0.96%
161,649
+2,503
46
$5.56M 0.96%
197,720
+4,280
47
$5.52M 0.95%
101,530
+1,290
48
$5.45M 0.94%
83,613
+2,655
49
$5.04M 0.87%
50,752
+4,481
50
$4.59M 0.79%
34,413
+417
1
2
3 4 5