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
$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
1
$32M 4.17%
230,475
-210
2
$22.1M 2.88%
177,947
+5,213
3
$21.8M 2.84%
198,617
-1,355
4
$21M 2.73%
374,808
+2,040
5
$19.5M 2.53%
150,367
+3,863
6
$18.9M 2.46%
76,687
-74
7
$18.2M 2.36%
132,480
+451
8
$17.9M 2.33%
111,184
+1,426
9
$17.6M 2.29%
82,116
+689
10
$17.3M 2.25%
201,212
+4,619
11
$16.6M 2.16%
322,026
+1,845
12
$15.7M 2.04%
167,247
-40
13
$14.7M 1.92%
70,798
+123
14
$14.4M 1.87%
372,420
+7,200
15
$14.3M 1.86%
170,678
+749
16
$14.2M 1.85%
175,463
+3,357
17
$13.9M 1.81%
88,744
+204
18
$13.8M 1.8%
117,444
+2,461
19
$12.9M 1.67%
313,391
-4,365
20
$12.5M 1.62%
82,398
+2,177
21
$12.3M 1.6%
41,109
-803
22
$11.9M 1.55%
111,402
-775
23
$11.7M 1.53%
98,987
+2,746
24
$11.7M 1.52%
165,829
+7,056
25
$11.5M 1.5%
233,151
+7,323
1
2 3 4 5