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
51
$6.25M 0.73%
90,825
+4,396
52
$6.24M 0.73%
45,370
+2,071
53
$5.73M 0.67%
44,705
+647
54
$5.52M 0.64%
53,630
+2,620
55
$5.38M 0.63%
60,959
+2,535
56
$5.03M 0.59%
15,624
-61
57
$4.72M 0.55%
73,554
+5,295
58
$4.5M 0.52%
60,518
+1,314
59
$4.12M 0.48%
36,144
+30,710
60
$3.95M 0.46%
26,764
+542
61
$3.95M 0.46%
66,971
+3,748
62
$3.78M 0.44%
74,266
+30
63
$3.58M 0.42%
35,283
-2,330
64
$3.32M 0.39%
19,150
+239
65
$3.29M 0.38%
50,475
+275
66
$3.11M 0.36%
54,063
+3,090
67
$3.08M 0.36%
10,496
+1,017
68
$3.08M 0.36%
39,111
+5,391
69
$3.04M 0.35%
33,106
-1,203
70
$3.03M 0.35%
59,426
+7,695
71
$2.95M 0.34%
73,421
-6,681
72
$2.83M 0.33%
52,791
+140
73
$2.72M 0.32%
46,238
+2,885
74
$2.6M 0.3%
51,718
-81
75
$2.51M 0.29%
23,645
+969
1 2
3
4 5