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
$857M
AUM Growth
+$88.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$3.5M
2
+$1.72M
3
+$1.18M
4
PG icon
Procter & Gamble
PG
+$979K
5
ABT icon
Abbott
ABT
+$945K

Top Sells

1
+$574K
2
+$524K
3
+$360K
4
PM icon
Philip Morris
PM
+$289K
5
MO icon
Altria Group
MO
+$281K

Sector Composition

1 Technology 16.77%
2 Healthcare 12.6%
3 Financials 11.52%
4 Industrials 10.63%
5 Consumer Staples 10.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$369K 0.04%
2,677
152
$363K 0.04%
3,262
+413
153
$341K 0.04%
1,860
154
$341K 0.04%
+2,826
155
$341K 0.04%
700
-738
156
$332K 0.04%
+3,774
157
$320K 0.04%
15,558
-1,673
158
$319K 0.04%
6,029
+600
159
$318K 0.04%
4,300
160
$317K 0.04%
4,755
-910
161
$315K 0.04%
3,324
+140
162
$312K 0.04%
3,000
+364
163
$308K 0.04%
3,895
164
$294K 0.03%
3,630
165
$292K 0.03%
1,553
+171
166
$290K 0.03%
+1,203
167
$285K 0.03%
+865
168
$281K 0.03%
2,610
+500
169
$273K 0.03%
1,285
+63
170
$269K 0.03%
3,679
-3,792
171
$269K 0.03%
+12,500
172
$260K 0.03%
4,850
173
$258K 0.03%
2,960
+400
174
$254K 0.03%
16,002
-1,874
175
$251K 0.03%
2,165
+225
4 5 6
7
8