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
$566M
AUM Growth
-$5.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$1.34M
2
+$926K
3
+$657K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$552K
5
COF icon
Capital One
COF
+$492K

Top Sells

1
+$2.53M
2
+$378K
3
+$356K
4
KO icon
Coca-Cola
KO
+$230K
5
AVNS icon
Avanos Medical
AVNS
+$225K

Sector Composition

1 Healthcare 12.69%
2 Technology 12.68%
3 Industrials 12.56%
4 Financials 10.92%
5 Consumer Staples 10.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.13M 1.44%
165,613
-204
27
$8.09M 1.43%
119,333
+765
28
$7.93M 1.4%
196,798
+600
29
$7.51M 1.33%
161,110
+2,134
30
$7.43M 1.31%
181,736
+13,515
31
$6.91M 1.22%
105,618
+665
32
$6.82M 1.2%
173,835
-5,871
33
$6.74M 1.19%
77,193
-1,198
34
$6.73M 1.19%
43,276
-16,297
35
$6.69M 1.18%
32,288
+930
36
$6.46M 1.14%
37,836
-555
37
$6.45M 1.14%
86,412
+3,135
38
$6.32M 1.12%
156,934
+1,750
39
$6.21M 1.1%
195,298
-930
40
$6.21M 1.1%
235,326
+1,981
41
$6.13M 1.08%
141,139
+91
42
$6.05M 1.07%
79,123
+150
43
$6.01M 1.06%
53,199
-275
44
$5.61M 0.99%
204,299
+2,595
45
$5.58M 0.99%
208,006
-3,295
46
$5.52M 0.97%
99,550
-2,775
47
$4.72M 0.83%
54,764
+1,100
48
$4.56M 0.81%
43,051
-212
49
$4.54M 0.8%
108,292
-175
50
$4.39M 0.78%
34,723
-1,173
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