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
1
$17M 2.93%
224,896
+4,984
2
$16.3M 2.8%
150,281
+1,719
3
$15.3M 2.62%
185,312
+2,396
4
$14.8M 2.54%
176,881
+1,511
5
$14.6M 2.51%
142,722
+245
6
$13.4M 2.31%
243,291
+5,849
7
$13.4M 2.3%
87,701
+107
8
$13M 2.24%
206,897
+3,646
9
$11.8M 2.03%
157,188
+5,389
10
$11.2M 1.93%
89,359
+1,882
11
$10.9M 1.88%
378,865
+6,230
12
$10.7M 1.84%
221,289
+1,928
13
$10.6M 1.83%
75,018
+1,685
14
$10.5M 1.81%
71,177
+2,393
15
$10.5M 1.81%
386,876
+5,468
16
$10.4M 1.78%
74,428
+667
17
$10.4M 1.78%
181,322
+3,125
18
$10.3M 1.77%
318,997
-1,907
19
$10M 1.72%
279,498
-350
20
$9.98M 1.72%
111,255
+4,168
21
$9.78M 1.68%
95,467
-70
22
$9.6M 1.65%
100,589
+6,132
23
$9.15M 1.57%
169,142
-1,261
24
$9.01M 1.55%
81,438
+2,644
25
$8.85M 1.52%
107,598
+1,866
1
2 3 4 5