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
$1.25B
AUM Growth
+$162M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$2.73M
2
+$2.37M
3
+$1.46M
4
APD icon
Air Products & Chemicals
APD
+$1.24M
5
SPGI icon
S&P Global
SPGI
+$1.15M

Top Sells

1
+$2.44M
2
+$861K
3
+$817K
4
AAPL icon
Apple
AAPL
+$623K
5
BMY icon
Bristol-Myers Squibb
BMY
+$562K

Sector Composition

1 Technology 21.62%
2 Industrials 10.55%
3 Financials 10.26%
4 Healthcare 9.63%
5 Consumer Staples 9.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$15.6M 1.24%
159,451
+5,499
27
$15.2M 1.21%
304,909
+4,829
28
$14.3M 1.14%
56,248
+216
29
$14.2M 1.13%
54,862
+1,092
30
$14.1M 1.13%
25,415
-525
31
$13.5M 1.08%
79,837
+220
32
$11.1M 0.88%
15,116
+567
33
$10.9M 0.87%
45,178
+5,116
34
$10.9M 0.87%
178,302
+5,760
35
$10.5M 0.84%
54,914
+1,358
36
$10.3M 0.82%
26,822
-411
37
$10.2M 0.81%
260,745
+9,964
38
$10.1M 0.8%
27,486
-448
39
$9.53M 0.76%
109,365
+16,774
40
$9.52M 0.76%
212,872
+3,329
41
$9.48M 0.76%
192,807
+21,372
42
$9.26M 0.74%
81,642
-1,263
43
$9.16M 0.73%
218,202
+23,664
44
$9.01M 0.72%
204,040
-4,343
45
$8.59M 0.69%
47,620
+13,138
46
$8.25M 0.66%
143,060
+6,804
47
$7.66M 0.61%
131,720
+767
48
$7.49M 0.6%
104,411
+2,271
49
$7.24M 0.58%
261,052
+38,126
50
$7.21M 0.58%
34,612
-73
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