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
$747M
AUM Growth
+$34.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
185
New
Increased
Reduced
Closed

Top Buys

1
+$4.8M
2
+$3.81M
3
+$3.73M
4
IGSB icon
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
+$2.8M
5
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$1.55M

Top Sells

1
+$1.97M
2
+$1.61M
3
+$1.16M
4
MO icon
Altria Group
MO
+$1.14M
5
MDLZ icon
Mondelez International
MDLZ
+$762K

Sector Composition

1 Technology 16.1%
2 Healthcare 12.28%
3 Financials 11.17%
4 Industrials 10.85%
5 Consumer Staples 10.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$30.9M 4.14%
230,685
+42
2
$20.4M 2.73%
146,504
-270
3
$20.2M 2.7%
199,972
+579
4
$18.9M 2.54%
172,734
-606
5
$18.9M 2.53%
76,761
+1,585
6
$18.4M 2.47%
372,768
+8,116
7
$18.1M 2.43%
109,758
-345
8
$17.3M 2.32%
132,029
-410
9
$16.9M 2.26%
81,427
-90
10
$16.1M 2.16%
196,593
-1,462
11
$15.3M 2.05%
320,181
+5,112
12
$15.1M 2.02%
70,675
+628
13
$14.3M 1.91%
169,929
+740
14
$14.2M 1.9%
365,220
+4,350
15
$14M 1.88%
167,287
-1,198
16
$13.4M 1.79%
88,540
+442
17
$13.3M 1.78%
172,106
+805
18
$13.3M 1.77%
317,756
+17,280
19
$12.9M 1.72%
114,983
+515
20
$12.5M 1.67%
80,221
+805
21
$12.4M 1.66%
225,828
-1,085
22
$12.4M 1.65%
41,912
-582
23
$12.2M 1.63%
158,773
+275
24
$12M 1.6%
96,241
-488
25
$11.3M 1.52%
56,762
-2,053
1
2 3 4 5