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
$572M
AUM Growth
+$24.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$1.21M
2
+$565K
3
+$508K
4
XYL icon
Xylem
XYL
+$506K
5
RTX icon
RTX Corp
RTX
+$404K

Top Sells

1
+$1.05M
2
+$806K
3
+$414K
4
KN icon
Knowles
KN
+$241K
5
WMB icon
Williams Companies
WMB
+$238K

Sector Composition

1 Technology 13.6%
2 Industrials 13.18%
3 Healthcare 12.15%
4 Consumer Staples 11.08%
5 Financials 10.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.94M 1.39%
104,581
+200
27
$7.67M 1.34%
197,128
+5,344
28
$7.58M 1.32%
179,559
+225
29
$7.54M 1.32%
156,894
+1,356
30
$7.5M 1.31%
166,482
+565
31
$7.43M 1.3%
118,738
+1,500
32
$7.41M 1.29%
158,388
+2,963
33
$7.01M 1.23%
235,833
+1,269
34
$6.93M 1.21%
100,103
+175
35
$6.89M 1.2%
153,205
+4,200
36
$6.79M 1.19%
83,852
-28
37
$6.66M 1.16%
166,382
-20,131
38
$6.43M 1.12%
38,596
-50
39
$6.31M 1.1%
140,325
+2,068
40
$6.27M 1.1%
101,525
-56
41
$6.23M 1.09%
30,109
-2,003
42
$5.72M 1%
193,714
+244
43
$5.57M 0.97%
200,062
+4,009
44
$5.55M 0.97%
53,089
+1,516
45
$5.36M 0.94%
79,543
-216
46
$5.26M 0.92%
207,231
+4,234
47
$5.2M 0.91%
105,821
+530
48
$5.16M 0.9%
73,483
-79
49
$4.99M 0.87%
43,213
-1,789
50
$4.9M 0.86%
36,726
-258
1
2
3 4 5