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
$517M
AUM Growth
-$49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$1.93M
2
+$1.21M
3
+$655K
4
BLK icon
Blackrock
BLK
+$430K
5
KHC icon
Kraft Heinz
KHC
+$420K

Top Sells

1
+$2.25M
2
+$512K
3
+$498K
4
VV icon
Vanguard Large-Cap ETF
VV
+$451K
5
AAPL icon
Apple
AAPL
+$423K

Sector Composition

1 Technology 12.93%
2 Healthcare 12.37%
3 Consumer Staples 11.78%
4 Industrials 11.76%
5 Financials 11.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.19M 1.39%
91,136
-271
27
$7.14M 1.38%
164,214
+3,104
28
$6.97M 1.35%
195,888
-910
29
$6.97M 1.35%
173,783
-52
30
$6.88M 1.33%
36,906
-930
31
$6.66M 1.29%
165,623
+10
32
$6.5M 1.26%
102,418
-3,200
33
$6.35M 1.23%
84,057
-2,355
34
$6.28M 1.21%
32,583
+295
35
$5.95M 1.15%
42,959
-317
36
$5.95M 1.15%
179,741
-1,995
37
$5.85M 1.13%
53,349
+150
38
$5.8M 1.12%
75,897
-1,296
39
$5.75M 1.11%
140,189
-950
40
$5.75M 1.11%
192,803
-2,495
41
$5.61M 1.08%
155,234
-1,700
42
$5.5M 1.06%
227,476
-7,850
43
$5.42M 1.05%
206,333
+2,034
44
$5.41M 1.05%
79,328
+205
45
$5.39M 1.04%
43,979
-575
46
$5.03M 0.97%
204,246
-3,760
47
$4.83M 0.93%
108,153
-139
48
$4.7M 0.91%
43,086
+35
49
$4.41M 0.85%
99,725
+175
50
$4M 0.77%
33,924
-799
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