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
76
$1.54M 0.26%
26,888
-457
77
$1.51M 0.26%
42,882
+282
78
$1.5M 0.26%
15,320
-6,371
79
$1.45M 0.25%
39,446
+2
80
$1.35M 0.23%
26,045
-557
81
$1.29M 0.22%
25,658
-599
82
$1.28M 0.22%
31,400
+450
83
$1.26M 0.22%
10,950
+5,600
84
$1.26M 0.22%
27,100
+1,375
85
$1.25M 0.22%
28,300
+175
86
$1.23M 0.21%
20,083
+8,520
87
$1.23M 0.21%
7,785
+525
88
$1.18M 0.2%
42,949
+3,131
89
$1.16M 0.2%
112,573
-12,752
90
$1.14M 0.2%
+24,141
91
$1.09M 0.19%
6,922
+3,440
92
$1.04M 0.18%
29,625
-850
93
$1M 0.17%
21,482
-523
94
$944K 0.16%
30,346
-1,340
95
$929K 0.16%
18,175
+8,944
96
$880K 0.15%
18,900
+300
97
$875K 0.15%
24,991
-692
98
$832K 0.14%
8,334
99
$819K 0.14%
2,405
+810
100
$797K 0.14%
64,658
-8,045
2 3
4
5 6