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
101
$913K 0.12%
25,030
-2,300
102
$896K 0.12%
13,626
103
$873K 0.12%
9,220
+4,160
104
$867K 0.12%
11,830
-21,930
105
$794K 0.11%
5,047
+50
106
$777K 0.1%
6,522
+190
107
$737K 0.1%
13,666
-14,134
108
$723K 0.1%
21,860
-270
109
$718K 0.1%
+24,275
110
$690K 0.09%
11,632
111
$687K 0.09%
14,100
-25
112
$668K 0.09%
11,501
+525
113
$650K 0.09%
10,202
+40
114
$646K 0.09%
6,487
+10
115
$623K 0.08%
2,735
116
$619K 0.08%
4,884
+224
117
$611K 0.08%
14,902
-204
118
$576K 0.08%
5,203
119
$567K 0.08%
3,700
120
$565K 0.08%
4,445
+880
121
$563K 0.08%
2,306
+170
122
$557K 0.07%
3,296
+135
123
$516K 0.07%
3,450
-137
124
$513K 0.07%
9,060
125
$511K 0.07%
1,440
3 4
5
6 7