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
$595M
AUM Growth
-$1.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$1.63M
2
+$658K
3
+$385K
4
BMY icon
Bristol-Myers Squibb
BMY
+$285K
5
PSX icon
Phillips 66
PSX
+$210K

Top Sells

1
+$736K
2
+$676K
3
+$631K
4
LOW icon
Lowe's Companies
LOW
+$613K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$569K

Sector Composition

1 Industrials 13%
2 Technology 12.7%
3 Financials 12.58%
4 Healthcare 11.81%
5 Consumer Staples 10.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.74M 1.47%
163,776
-5,520
27
$8.53M 1.43%
167,878
+32,016
28
$8.3M 1.39%
114,922
-510
29
$7.6M 1.28%
85,385
-1,453
30
$7.55M 1.27%
33,600
-1,270
31
$7.46M 1.25%
33,167
-125
32
$7.46M 1.25%
69,026
-1,815
33
$7.15M 1.2%
139,110
-2,111
34
$6.97M 1.17%
168,148
-3,011
35
$6.84M 1.15%
43,118
-1,769
36
$6.64M 1.12%
206,723
-4,116
37
$6.36M 1.07%
210,540
-3,364
38
$6.34M 1.07%
164,952
-2,500
39
$6.31M 1.06%
96,371
-4,243
40
$6.29M 1.06%
163,781
-3,775
41
$6.25M 1.05%
53,275
-923
42
$6M 1.01%
194,541
-3,151
43
$5.97M 1%
72,382
-4,450
44
$5.55M 0.93%
99,588
-1,213
45
$5.32M 0.89%
148,758
-14,385
46
$5.3M 0.89%
50,828
-2,555
47
$5.28M 0.89%
107,321
-2,796
48
$5.17M 0.87%
61,538
-1,265
49
$5.13M 0.86%
38,856
-615
50
$4.88M 0.82%
66,455
-1,050
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