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
126
$387K 0.07%
5,638
127
$372K 0.06%
3,265
-30
128
$371K 0.06%
4,604
+12
129
$365K 0.06%
+2,626
130
$362K 0.06%
42,144
-900
131
$343K 0.06%
9,000
132
$342K 0.06%
6,210
133
$313K 0.05%
3,398
+14
134
$308K 0.05%
+5,986
135
$300K 0.05%
4,421
+370
136
$299K 0.05%
8,286
137
$299K 0.05%
+2,400
138
$285K 0.05%
4,600
139
$282K 0.05%
6,500
140
$281K 0.05%
2,835
141
$280K 0.05%
4,527
-1,300
142
$275K 0.05%
3,177
143
$274K 0.05%
4,943
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144
$269K 0.05%
12,000
145
$267K 0.05%
2,071
146
$264K 0.05%
2,577
147
$260K 0.04%
6,014
-100
148
$260K 0.04%
2,000
149
$255K 0.04%
+9,830
150
$253K 0.04%
3,956
-285
3 4 5
6
7