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
$747M
AUM Growth
+$34.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$4.8M
2
+$3.81M
3
+$3.73M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$2.8M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.55M

Top Sells

1
+$1.97M
2
+$1.61M
3
+$1.16M
4
MO icon
Altria Group
MO
+$1.14M
5
MDLZ icon
Mondelez International
MDLZ
+$762K

Sector Composition

1 Technology 16.1%
2 Healthcare 12.28%
3 Financials 11.17%
4 Industrials 10.85%
5 Consumer Staples 10.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.9M 1.46%
75,005
+1,001
27
$10.7M 1.43%
147,326
-3,861
28
$10.5M 1.4%
52,973
-226
29
$10.4M 1.39%
182,520
+2,515
30
$9.92M 1.33%
201,972
-6,778
31
$9.73M 1.3%
205,617
+1,854
32
$9.72M 1.3%
112,177
+2,085
33
$9.54M 1.28%
167,032
+1,338
34
$9.16M 1.23%
65,636
+1,033
35
$8.42M 1.13%
165,313
-3,654
36
$8.18M 1.1%
199,036
+5,770
37
$7.63M 1.02%
301,361
+10,731
38
$7.5M 1%
83,332
-530
39
$7.41M 0.99%
141,478
+1,095
40
$7.4M 0.99%
174,000
+6,852
41
$6.56M 0.88%
75,092
-1,705
42
$6.51M 0.87%
120,300
+2,920
43
$6.5M 0.87%
28,692
-565
44
$6.25M 0.84%
93,724
+15
45
$6.24M 0.84%
64,082
+6,913
46
$6.15M 0.82%
85,847
-685
47
$6.02M 0.81%
40,859
+289
48
$5.8M 0.78%
44,005
+400
49
$5.75M 0.77%
43,177
-1,390
50
$5.74M 0.77%
27,581
-1,012
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