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
$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
176
$242K 0.03%
10,053
+93
177
$238K 0.03%
200
178
$238K 0.03%
+2,800
179
$237K 0.03%
+3,540
180
$237K 0.03%
+1,000
181
$232K 0.03%
1,313
-70
182
$224K 0.03%
687
183
$223K 0.03%
+1,249
184
$211K 0.02%
3,562
185
$210K 0.02%
+1,881
186
$204K 0.02%
+690
187
$171K 0.02%
13,659
-170
188
$46K 0.01%
832
-394
189
– –
-1,317
190
– –
-10,440
191
– –
-3,702
192
– –
-7,616
4 5 6 7
8