KCM

Kanawha Capital Management Portfolio holdings

AUM $1.45B
1-Year Est. Return 16.8%
This Quarter Est. Return
1 Year Est. Return
+16.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$683M
AUM Growth
+$29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$3.17M
2
+$588K
3
+$434K
4
WMT icon
Walmart
WMT
+$229K
5
MDT icon
Medtronic
MDT
+$228K

Top Sells

1
+$9.87M
2
+$1.47M
3
+$721K
4
APA icon
APA Corp
APA
+$702K
5
MO icon
Altria Group
MO
+$684K

Sector Composition

1 Technology 13.84%
2 Healthcare 13%
3 Industrials 12.67%
4 Financials 12.54%
5 Consumer Staples 9.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.85M 1.44%
36,618
+1,615
27
$9.75M 1.43%
170,789
+114
28
$9.35M 1.37%
64,548
-674
29
$8.66M 1.27%
226,244
+2,406
30
$8.63M 1.26%
86,422
+42
31
$8.59M 1.26%
162,329
+55
32
$8.17M 1.2%
172,834
+4,012
33
$7.77M 1.14%
169,398
+1,123
34
$7.53M 1.1%
115,395
-2,994
35
$7.5M 1.1%
163,244
+1,240
36
$7.26M 1.06%
54,143
+5
37
$7.21M 1.05%
245,501
+638
38
$7.19M 1.05%
134,197
-93
39
$6.79M 0.99%
89,989
+530
40
$6.72M 0.98%
96,382
-1,405
41
$6.63M 0.97%
192,786
+2,247
42
$6.26M 0.92%
75,472
-465
43
$6.19M 0.91%
57,608
+1,343
44
$6.08M 0.89%
41,455
-3,070
45
$5.97M 0.87%
41,553
-605
46
$5.89M 0.86%
40,320
+313
47
$5.8M 0.85%
110,140
-580
48
$5.47M 0.8%
65,474
-17,550
49
$5.26M 0.77%
43,616
+545
50
$5.18M 0.76%
25,954
-225
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