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
1
$37.5M 4.38%
237,979
+7,504
2
$28.3M 3.3%
384,824
+10,016
3
$24.1M 2.81%
201,002
+2,385
4
$23.2M 2.71%
185,786
+7,839
5
$22.5M 2.63%
154,471
+4,104
6
$20.6M 2.41%
77,689
+1,002
7
$19.9M 2.32%
332,588
+10,562
8
$19.5M 2.28%
207,023
+5,811
9
$19.3M 2.26%
113,450
+2,266
10
$18.5M 2.16%
135,460
+2,980
11
$17M 1.98%
167,458
+211
12
$16.8M 1.96%
85,163
+3,047
13
$16.8M 1.96%
120,589
+3,145
14
$16M 1.87%
70,821
+23
15
$15.9M 1.86%
88,641
-103
16
$15.8M 1.84%
181,553
+10,875
17
$15.7M 1.83%
380,190
+7,770
18
$15.2M 1.77%
183,660
+8,197
19
$14.4M 1.68%
112,084
+682
20
$14.1M 1.64%
319,889
+6,498
21
$14M 1.63%
157,779
+9,597
22
$13.9M 1.63%
84,143
+1,745
23
$13.4M 1.56%
41,482
+373
24
$12.6M 1.47%
223,158
+16,673
25
$12.5M 1.45%
103,417
+4,430
1
2 3 4 5