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
+$56.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$1.43M
2
+$1.18M
3
+$1.02M
4
APH icon
Amphenol
APH
+$496K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$463K

Top Sells

1
+$2.36M
2
+$2.22M
3
+$1.87M
4
DIS icon
Walt Disney
DIS
+$1.49M
5
ABBV icon
AbbVie
ABBV
+$1.39M

Sector Composition

1 Technology 23.72%
2 Industrials 10.91%
3 Financials 10.26%
4 Healthcare 10.17%
5 Consumer Staples 9.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$13.6M 1.24%
135,646
-5,874
27
$13.2M 1.21%
56,032
-1,779
28
$13M 1.19%
153,952
-2,226
29
$12.2M 1.11%
53,770
-621
30
$12M 1.1%
25,940
-1,784
31
$11.5M 1.06%
79,617
-3,863
32
$11M 1.01%
40,062
+1,199
33
$10.5M 0.96%
208,383
-4,938
34
$10.2M 0.93%
172,542
-7,611
35
$9.6M 0.88%
14,549
+73
36
$9.44M 0.87%
27,233
-3,228
37
$9.26M 0.85%
250,781
-23,500
38
$9.07M 0.83%
209,543
-8,461
39
$8.76M 0.8%
53,556
-2,866
40
$8.26M 0.76%
27,934
-1,548
41
$8.07M 0.74%
82,905
-6,777
42
$8.06M 0.74%
171,435
-39,826
43
$7.63M 0.7%
92,591
-1,047
44
$7.52M 0.69%
130,953
+1,460
45
$7.33M 0.67%
194,538
-27,638
46
$7.16M 0.66%
102,140
-7,004
47
$6.77M 0.62%
76,579
-4,300
48
$6.75M 0.62%
136,256
+10,000
49
$6.72M 0.62%
73,536
-10,403
50
$6.68M 0.61%
16,701
-209
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