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
$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
76
$1.82M 0.24%
40,794
-1,733
77
$1.73M 0.22%
21,512
+1,687
78
$1.67M 0.22%
23,405
-370
79
$1.53M 0.2%
12,951
-275
80
$1.5M 0.2%
24,176
81
$1.46M 0.19%
16,474
-1,310
82
$1.43M 0.19%
28,697
+3,625
83
$1.43M 0.19%
15,874
-45
84
$1.34M 0.17%
17,616
-7,514
85
$1.31M 0.17%
31,942
-6,407
86
$1.26M 0.16%
12,611
-555
87
$1.23M 0.16%
21,610
+1,465
88
$1.21M 0.16%
13,747
-300
89
$1.17M 0.15%
13,258
-165
90
$1.14M 0.15%
40,533
-45
91
$1.04M 0.14%
39,683
-1,377
92
$1M 0.13%
2,255
-175
93
$999K 0.13%
16,670
+675
94
$959K 0.12%
22,255
-600
95
$941K 0.12%
36,758
-1,188
96
$928K 0.12%
38,589
-1,536
97
$919K 0.12%
7,274
-404
98
$889K 0.12%
5,859
+18
99
$826K 0.11%
5,172
+125
100
$823K 0.11%
12,626
-1,000
2 3
4
5 6