KCM

Kanawha Capital Management Portfolio holdings

AUM $1.45B
1-Year Est. Return 16.8%
This Quarter Est. Return
1 Year Est. Return
+16.8%
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
51
$6.13M 0.8%
44,058
+53
52
$5.45M 0.71%
30,173
-138
53
$4.97M 0.65%
61,512
+1,860
54
$4.66M 0.61%
15,685
+5
55
$4.64M 0.6%
51,010
+73
56
$4.46M 0.58%
58,424
-350
57
$3.83M 0.5%
37,613
+1,000
58
$3.78M 0.49%
74,236
-600
59
$3.73M 0.49%
59,204
+215
60
$3.72M 0.48%
63,223
+392
61
$3.46M 0.45%
68,259
-1,680
62
$3.31M 0.43%
26,222
-1,192
63
$3.19M 0.41%
18,911
-962
64
$3.07M 0.4%
50,200
-3,000
65
$3.06M 0.4%
50,973
+1,755
66
$2.83M 0.37%
52,651
+200
67
$2.76M 0.36%
34,309
-1,240
68
$2.74M 0.36%
80,102
-375
69
$2.73M 0.36%
9,479
-25
70
$2.69M 0.35%
33,720
-395
71
$2.44M 0.32%
51,731
-110
72
$2.34M 0.3%
51,799
+2,319
73
$2.31M 0.3%
43,353
+707
74
$2.26M 0.29%
22,676
+355
75
$1.99M 0.26%
10,332
+154
1 2
3
4 5