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
151
$322K 0.04%
5,665
152
$316K 0.04%
3,895
153
$302K 0.04%
1,037
154
$292K 0.04%
2,849
+272
155
$290K 0.04%
2,636
+118
156
$284K 0.04%
5,429
+969
157
$277K 0.04%
3,184
158
$275K 0.04%
1,860
-140
159
$272K 0.04%
3,630
+750
160
$271K 0.04%
17,876
+1,574
161
$263K 0.03%
4,300
162
$261K 0.03%
687
-25
163
$260K 0.03%
4,850
164
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3,702
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165
$238K 0.03%
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-5
166
$234K 0.03%
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167
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168
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169
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9,960
170
$225K 0.03%
2,560
171
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200
172
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10,440
173
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1,940
-30
174
$204K 0.03%
+1,317
175
$202K 0.03%
3,562
-301
4 5 6
7
8