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
$769M
AUM Growth
+$22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
184
New
Increased
Reduced
Closed

Top Buys

1
+$986K
2
+$679K
3
+$648K
4
ALB icon
Albemarle
ALB
+$519K
5
JNJ icon
Johnson & Johnson
JNJ
+$500K

Top Sells

1
+$978K
2
+$571K
3
+$368K
4
MO icon
Altria Group
MO
+$262K
5
IVV icon
iShares Core S&P 500 ETF
IVV
+$240K

Sector Composition

1 Technology 16.16%
2 Healthcare 11.99%
3 Financials 11.37%
4 Consumer Staples 10.8%
5 Industrials 10.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11.2M 1.46%
148,182
+856
27
$11M 1.43%
206,485
+4,513
28
$10.6M 1.38%
77,150
+2,145
29
$10.5M 1.37%
53,268
+295
30
$10.4M 1.36%
206,708
+1,091
31
$10.3M 1.34%
187,054
+4,534
32
$10.2M 1.33%
169,093
+2,061
33
$9.98M 1.3%
183,417
+18,104
34
$9.98M 1.3%
55,540
-1,222
35
$8.91M 1.16%
311,721
+10,360
36
$8.56M 1.11%
65,679
+43
37
$7.88M 1.02%
142,348
+870
38
$7.84M 1.02%
84,017
+685
39
$7.31M 0.95%
119,660
-640
40
$7.21M 0.94%
66,375
+2,293
41
$7.04M 0.92%
206,631
+7,595
42
$6.96M 0.91%
74,637
-455
43
$6.84M 0.89%
169,904
-4,096
44
$6.65M 0.86%
41,187
+328
45
$6.52M 0.85%
28,087
+506
46
$6.35M 0.83%
86,429
+582
47
$6.29M 0.82%
28,368
-324
48
$6.28M 0.82%
93,941
+217
49
$6.28M 0.82%
101,664
+1,083
50
$6.15M 0.8%
43,299
+122
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2
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