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
101
$795K 0.14%
18,195
+870
102
$643K 0.11%
15,972
-125
103
$613K 0.11%
13,900
-100
104
$578K 0.1%
14,780
-800
105
$572K 0.1%
2,596
+786
106
$526K 0.09%
+4,985
107
$510K 0.09%
+7,033
108
$504K 0.09%
19,850
109
$503K 0.09%
14,698
110
$503K 0.09%
11,480
-25
111
$497K 0.09%
6,080
+18
112
$484K 0.08%
4,148
113
$479K 0.08%
3,800
114
$463K 0.08%
3,377
115
$463K 0.08%
11,380
116
$457K 0.08%
5,819
-137
117
$441K 0.08%
7,486
118
$440K 0.08%
10,978
-186
119
$430K 0.07%
10,568
+256
120
$430K 0.07%
21,752
-2,119
121
$424K 0.07%
10,216
122
$415K 0.07%
6,554
123
$408K 0.07%
6,580
124
$391K 0.07%
1,490
125
$390K 0.07%
3,765
3 4
5
6 7