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
51
$5.56M 0.74%
100,581
-2,335
52
$5.15M 0.69%
30,311
+1,585
53
$4.8M 0.64%
+59,652
54
$4.62M 0.62%
50,937
+595
55
$4.59M 0.62%
15,680
-10
56
$4.47M 0.6%
58,774
-532
57
$4.09M 0.55%
62,831
+2,795
58
$3.81M 0.51%
+74,836
59
$3.74M 0.5%
27,414
-1,145
60
$3.73M 0.5%
+36,613
61
$3.29M 0.44%
19,873
-540
62
$3.27M 0.44%
53,200
-565
63
$3.21M 0.43%
58,989
+7,714
64
$3.2M 0.43%
80,477
+7,390
65
$3.17M 0.42%
69,939
+1,634
66
$2.99M 0.4%
49,218
+1,575
67
$2.85M 0.38%
34,115
-265
68
$2.8M 0.38%
+52,451
69
$2.77M 0.37%
35,549
+770
70
$2.58M 0.34%
51,841
-620
71
$2.51M 0.34%
9,504
+301
72
$2.31M 0.31%
22,321
-1,325
73
$2.23M 0.3%
42,527
-6,791
74
$2.19M 0.29%
49,480
+1,548
75
$2.13M 0.29%
42,646
+3,756
1 2
3
4 5