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
$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
126
$519K 0.07%
+7,471
127
$519K 0.07%
3,735
128
$512K 0.07%
3,163
-133
129
$508K 0.07%
1,440
130
$468K 0.06%
16,056
+4,456
131
$463K 0.06%
+4,093
132
$462K 0.06%
8,260
-800
133
$461K 0.06%
5,941
+75
134
$460K 0.06%
5,750
135
$455K 0.06%
11,126
-575
136
$446K 0.06%
7,968
-60
137
$436K 0.06%
20,450
+4,250
138
$429K 0.06%
9,000
139
$419K 0.05%
1,747
+71
140
$411K 0.05%
6,840
+800
141
$393K 0.05%
+21,519
142
$390K 0.05%
2,925
+220
143
$385K 0.05%
9,723
144
$383K 0.05%
3,998
+158
145
$376K 0.05%
17,700
+6,000
146
$369K 0.05%
8,525
147
$361K 0.05%
2,677
-625
148
$352K 0.05%
6,383
-124
149
$350K 0.05%
4,234
150
$326K 0.04%
17,231
+1,875
4 5
6
7 8