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
51
$4.54M 0.78%
38,126
+36,392
52
$4.5M 0.77%
61,000
+1,924
53
$4.48M 0.77%
43,192
+2,675
54
$4.41M 0.76%
69,580
-1,293
55
$3.96M 0.68%
52,749
+3,075
56
$3.7M 0.64%
57,970
+502
57
$3.68M 0.63%
27,603
-340
58
$3.61M 0.62%
32,531
+390
59
$3.4M 0.59%
89,260
+940
60
$3.23M 0.56%
32,514
-550
61
$3.16M 0.54%
59,628
+2,310
62
$2.98M 0.51%
58,316
+7,430
63
$2.91M 0.5%
60,103
-100
64
$2.87M 0.49%
49,531
+1,239
65
$2.8M 0.48%
36,582
+5,186
66
$2.7M 0.46%
43,147
-1,205
67
$2.7M 0.46%
13,127
-1,025
68
$2.58M 0.44%
26,255
-1,512
69
$2.29M 0.39%
46,949
+2,038
70
$2.25M 0.39%
32,470
+5,945
71
$2.21M 0.38%
43,518
-337
72
$2.15M 0.37%
54,837
+3,529
73
$2.11M 0.36%
47,184
-450
74
$2.04M 0.35%
33,140
-200
75
$1.79M 0.31%
23,280
-3,000
1 2
3
4 5