KCM

Kanawha Capital Management Portfolio holdings

AUM $1.45B
1-Year Est. Return 16.8%
This Quarter Est. Return
1 Year Est. Return
+16.8%
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
126
$508K 0.07%
+4,492
127
$502K 0.07%
11,701
-1,375
128
$498K 0.07%
3,735
+1,380
129
$479K 0.06%
7,616
+231
130
$473K 0.06%
1,676
131
$458K 0.06%
5,750
-10
132
$455K 0.06%
3,302
-500
133
$454K 0.06%
5,866
-15
134
$449K 0.06%
8,028
-200
135
$449K 0.06%
4,350
136
$424K 0.06%
9,000
137
$376K 0.05%
8,525
-900
138
$374K 0.05%
6,040
+2,400
139
$358K 0.05%
9,723
+1,695
140
$349K 0.05%
5,665
-810
141
$348K 0.05%
4,234
142
$344K 0.05%
+16,200
143
$342K 0.05%
6,507
-186
144
$339K 0.05%
3,840
-652
145
$336K 0.05%
11,600
+1,554
146
$326K 0.04%
2,000
147
$319K 0.04%
15,356
+695
148
$309K 0.04%
3,895
149
$309K 0.04%
2,705
-463
150
$306K 0.04%
+4,782
4 5
6
7 8