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
$546M
AUM Growth
+$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$482K
2
+$325K
3
+$315K
4
GSK icon
GSK
GSK
+$299K
5
CB
CHUBB CORPORATION
CB
+$264K

Top Sells

1
+$611K
2
+$519K
3
+$419K
4
AAPL icon
Apple
AAPL
+$407K
5
WFC icon
Wells Fargo
WFC
+$360K

Sector Composition

1 Industrials 13.07%
2 Technology 12.91%
3 Healthcare 11.64%
4 Energy 11.59%
5 Consumer Staples 10.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.82M 1.43%
112,302
+811
27
$7.56M 1.39%
178,500
+1,975
28
$7.4M 1.36%
151,207
+879
29
$7.4M 1.36%
187,599
-812
30
$6.77M 1.24%
99,328
-6,150
31
$6.75M 1.24%
165,096
-2,445
32
$6.7M 1.23%
100,896
-923
33
$6.54M 1.2%
113,554
+3,802
34
$6.25M 1.14%
31,717
-1,180
35
$6.21M 1.14%
235,570
-7,793
36
$6.03M 1.1%
104,057
-2,435
37
$5.96M 1.09%
137,490
+1,750
38
$5.95M 1.09%
146,695
-1,579
39
$5.91M 1.08%
79,010
-2,470
40
$5.87M 1.08%
151,358
-6,870
41
$5.84M 1.07%
49,490
-375
42
$5.82M 1.07%
52,273
-1,239
43
$5.45M 1%
193,487
-652
44
$5.44M 1%
38,066
-1,080
45
$5.43M 1%
203,438
-1,938
46
$5.1M 0.93%
79,375
+535
47
$4.96M 0.91%
49,246
+242
48
$4.79M 0.88%
44,938
+308
49
$4.79M 0.88%
58,089
+810
50
$4.78M 0.88%
192,471
-422
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