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
101
$904K 0.11%
9,780
+660
102
$870K 0.1%
6,940
+383
103
$868K 0.1%
15,857
-813
104
$861K 0.1%
33,640
-3,118
105
$858K 0.1%
2,642
+1,605
106
$844K 0.1%
6,185
+635
107
$821K 0.1%
19,134
-1,451
108
$795K 0.09%
21,065
+6,626
109
$790K 0.09%
22,388
+868
110
$788K 0.09%
13,127
+2,925
111
$787K 0.09%
10,730
-1,100
112
$778K 0.09%
11,564
113
$775K 0.09%
12,304
+818
114
$751K 0.09%
2,553
+67
115
$746K 0.09%
13,875
+400
116
$745K 0.09%
2,727
-8
117
$710K 0.08%
6,723
+191
118
$649K 0.08%
4,884
119
$634K 0.07%
11,508
-2,158
120
$588K 0.07%
4,044
+1,119
121
$580K 0.07%
16,478
+422
122
$568K 0.07%
3,700
123
$564K 0.07%
3,118
-45
124
$543K 0.06%
+4,234
125
$536K 0.06%
1,774
+27
3 4
5
6 7