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
76
$1.97M 0.26%
25,130
-25,040
77
$1.88M 0.25%
10,178
-20
78
$1.82M 0.24%
38,349
-24,170
79
$1.78M 0.24%
23,775
-15,417
80
$1.63M 0.22%
13,226
-75
81
$1.59M 0.21%
19,825
-1,079
82
$1.55M 0.21%
+17,784
83
$1.48M 0.2%
15,919
+4,795
84
$1.42M 0.19%
24,176
-525
85
$1.32M 0.18%
13,166
-280
86
$1.28M 0.17%
25,072
+7,325
87
$1.23M 0.16%
20,145
+2,119
88
$1.2M 0.16%
+24,399
89
$1.17M 0.16%
13,423
-275
90
$1.17M 0.16%
14,047
-200
91
$1.14M 0.15%
40,125
+1,050
92
$1.14M 0.15%
2,430
-75
93
$1.12M 0.15%
40,578
-320
94
$1.1M 0.15%
37,946
-554
95
$1.06M 0.14%
41,060
-971
96
$1.05M 0.14%
15,995
+493
97
$1.05M 0.14%
22,855
-100
98
$984K 0.13%
7,678
-660
99
$978K 0.13%
13,865
-250
100
$920K 0.12%
5,841
-23
2 3
4
5 6