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
$857M
AUM Growth
+$88.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$3.5M
2
+$1.72M
3
+$1.18M
4
PG icon
Procter & Gamble
PG
+$979K
5
ABT icon
Abbott
ABT
+$945K

Top Sells

1
+$574K
2
+$524K
3
+$360K
4
PM icon
Philip Morris
PM
+$289K
5
MO icon
Altria Group
MO
+$281K

Sector Composition

1 Technology 16.77%
2 Healthcare 12.6%
3 Financials 11.52%
4 Industrials 10.63%
5 Consumer Staples 10.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$12.1M 1.41%
251,386
+18,235
27
$11.9M 1.39%
80,591
+3,441
28
$11.7M 1.36%
216,771
+10,063
29
$11.4M 1.33%
163,863
-1,966
30
$11.1M 1.3%
57,240
+1,700
31
$11.1M 1.3%
180,919
+11,826
32
$10.6M 1.24%
55,162
+1,894
33
$10.2M 1.19%
192,906
+5,852
34
$9.58M 1.12%
173,042
-10,375
35
$9.57M 1.12%
66,157
+478
36
$9.55M 1.11%
323,419
+11,698
37
$9.08M 1.06%
85,465
+1,448
38
$8.51M 0.99%
143,554
+1,206
39
$8.36M 0.98%
224,944
+18,313
40
$8.16M 0.95%
121,780
+2,120
41
$7.83M 0.91%
176,178
+6,274
42
$7.74M 0.9%
68,217
+1,842
43
$7.47M 0.87%
97,968
+4,027
44
$7.36M 0.86%
79,261
+4,624
45
$6.95M 0.81%
29,555
+1,187
46
$6.86M 0.8%
107,698
+6,034
47
$6.68M 0.78%
82,832
+21,320
48
$6.64M 0.78%
30,420
+2,333
49
$6.5M 0.76%
41,754
+567
50
$6.31M 0.74%
30,666
+493
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2
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