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
76
$2.42M 0.28%
43,516
+2,722
77
$2.18M 0.25%
10,366
+34
78
$2.16M 0.25%
24,929
+3,417
79
$1.76M 0.21%
32,802
+4,105
80
$1.75M 0.2%
29,601
+5,425
81
$1.67M 0.19%
13,401
+450
82
$1.65M 0.19%
16,203
+329
83
$1.63M 0.19%
25,009
+3,399
84
$1.54M 0.18%
16,474
85
$1.48M 0.17%
16,907
+3,649
86
$1.47M 0.17%
22,831
-574
87
$1.45M 0.17%
12,561
-50
88
$1.32M 0.15%
13,236
-511
89
$1.31M 0.15%
26,318
-5,624
90
$1.25M 0.15%
40,736
+203
91
$1.21M 0.14%
14,216
-3,400
92
$1.2M 0.14%
5,841
-18
93
$1.14M 0.13%
2,265
+10
94
$1.06M 0.12%
40,527
+844
95
$1.04M 0.12%
17,389
+719
96
$1.03M 0.12%
22,230
-25
97
$980K 0.11%
7,309
+35
98
$938K 0.11%
13,509
+883
99
$916K 0.11%
35,267
-3,322
100
$912K 0.11%
5,182
+10
2 3
4
5 6