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
$1.09B
AUM Growth
+$43.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$1.07M
2
+$557K
3
+$556K
4
BLK icon
Blackrock
BLK
+$336K
5
USB icon
US Bancorp
USB
+$335K

Top Sells

1
+$1.96M
2
+$714K
3
+$495K
4
LOW icon
Lowe's Companies
LOW
+$402K
5
T icon
AT&T
T
+$294K

Sector Composition

1 Technology 23.05%
2 Healthcare 11.24%
3 Industrials 10.79%
4 Consumer Staples 9.85%
5 Consumer Discretionary 9.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$14.4M 1.32%
76,846
-172
27
$13.2M 1.21%
58,213
-913
28
$12.7M 1.17%
68,147
+840
29
$11.6M 1.06%
38,618
+982
30
$11M 1.01%
28,224
-102
31
$10.9M 1%
180,824
-482
32
$10.7M 0.99%
207,016
-1,522
33
$9.79M 0.9%
50,838
+1,633
34
$9.52M 0.88%
80,009
+1,628
35
$9.49M 0.87%
30,551
-308
36
$8.97M 0.82%
244,436
+1,552
37
$8.31M 0.76%
223,472
+5,227
38
$8.12M 0.75%
89,810
-1,020
39
$8.11M 0.75%
92,026
+573
40
$8.06M 0.74%
265,725
+4,701
41
$7.75M 0.71%
14,403
+151
42
$7.63M 0.7%
108,639
-266
43
$7.44M 0.68%
55,600
-284
44
$7.3M 0.67%
29,682
-63
45
$7.13M 0.66%
213,199
-3,959
46
$7.08M 0.65%
84,567
-2,458
47
$6.98M 0.64%
17,225
+151
48
$6.91M 0.64%
77,372
-400
49
$6.9M 0.63%
91,321
-25,912
50
$6.83M 0.63%
206,807
+10,126
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