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
151
$253K 0.04%
2,210
152
$251K 0.04%
+13,720
153
$251K 0.04%
6,795
-250
154
$249K 0.04%
3,129
155
$248K 0.04%
+2,171
156
$241K 0.04%
4,548
+435
157
$239K 0.04%
4,460
+60
158
$226K 0.04%
4,184
159
$225K 0.04%
3,460
+112
160
$215K 0.04%
+1,830
161
$211K 0.04%
4,614
162
$211K 0.04%
2,662
163
$205K 0.04%
2,610
-150
164
$172K 0.03%
12,746
165
– –
-10,168
166
– –
-11,920
167
– –
-43,052
3 4 5 6
7