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
$662M
AUM Growth
-$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$1.09M
2
+$745K
3
+$552K
4
APA icon
APA Corp
APA
+$442K
5
IBM icon
IBM
IBM
+$439K

Top Sells

1
+$317K
2
+$315K
3
+$211K
4
LOW icon
Lowe's Companies
LOW
+$204K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$201K

Sector Composition

1 Technology 14.72%
2 Healthcare 13%
3 Financials 12.7%
4 Industrials 12.57%
5 Consumer Staples 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.2M 1.54%
169,990
-799
27
$9.8M 1.48%
36,933
+315
28
$9.73M 1.47%
226,880
+636
29
$8.97M 1.36%
86,987
+565
30
$8.57M 1.3%
63,146
-1,402
31
$8.01M 1.21%
174,968
+2,134
32
$7.99M 1.21%
115,090
-305
33
$7.77M 1.17%
162,572
+243
34
$7.69M 1.16%
163,610
+366
35
$7.35M 1.11%
53,635
-508
36
$7.32M 1.11%
168,448
-950
37
$6.99M 1.06%
138,456
+4,259
38
$6.7M 1.01%
248,656
+3,155
39
$6.61M 1%
196,174
+3,388
40
$6.52M 0.99%
44,451
+2,996
41
$6.47M 0.98%
94,738
-1,644
42
$6.29M 0.95%
87,679
-2,310
43
$5.88M 0.89%
58,579
+971
44
$5.81M 0.88%
112,120
+1,980
45
$5.72M 0.86%
75,764
+292
46
$5.53M 0.84%
40,440
+120
47
$5.18M 0.78%
40,317
-1,236
48
$4.99M 0.75%
29,180
+3,226
49
$4.94M 0.75%
51,575
-215
50
$4.83M 0.73%
43,824
+208
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