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
101
$806K 0.1%
11,830
102
$794K 0.1%
16,670
-7,729
103
$792K 0.1%
9,120
-100
104
$791K 0.1%
6,557
+35
105
$775K 0.1%
11,564
-68
106
$756K 0.1%
13,666
107
$750K 0.1%
20,585
-4,445
108
$724K 0.09%
21,520
-340
109
$712K 0.09%
5,550
+1,105
110
$705K 0.09%
11,486
-15
111
$680K 0.09%
13,475
-625
112
$679K 0.09%
+1,438
113
$670K 0.09%
2,735
114
$666K 0.09%
6,532
+45
115
$620K 0.08%
5,434
+942
116
$604K 0.08%
10,202
117
$602K 0.08%
4,884
118
$590K 0.08%
5,203
119
$579K 0.08%
3,893
+443
120
$573K 0.07%
20,481
-3,794
121
$562K 0.07%
3,700
122
$549K 0.07%
14,439
-463
123
$540K 0.07%
2,486
+180
124
$538K 0.07%
4,490
+140
125
$524K 0.07%
7,616
3 4
5
6 7