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
$1.27B
AUM Growth
-$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$1.01M
2
+$947K
3
+$934K
4
WMT icon
Walmart
WMT
+$849K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$629K

Top Sells

1
+$1.1M
2
+$1.07M
3
+$782K
4
PFE icon
Pfizer
PFE
+$767K
5
INTC icon
Intel
INTC
+$658K

Sector Composition

1 Technology 24.72%
2 Financials 11.87%
3 Industrials 10.94%
4 Consumer Staples 9.13%
5 Healthcare 8.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$16M 1.25%
110,366
+142
27
$15.4M 1.21%
143,118
+3,276
28
$15.3M 1.2%
16,648
+604
29
$14.3M 1.12%
65,254
+4,317
30
$13.9M 1.09%
103,075
-4,071
31
$13.7M 1.07%
47,106
+499
32
$13.6M 1.07%
179,965
+49
33
$13.6M 1.06%
61,715
+106
34
$12.9M 1.01%
83,841
-1,649
35
$12.5M 0.98%
53,208
-850
36
$11.3M 0.89%
260,398
-693
37
$11.3M 0.88%
181,001
-434
38
$10.7M 0.84%
27,458
-28
39
$10.6M 0.83%
222,544
+1,840
40
$10.5M 0.83%
151,867
+6,481
41
$10.4M 0.82%
193,104
-3,010
42
$10.2M 0.8%
28,038
-250
43
$9.58M 0.75%
77,308
-2,486
44
$9.3M 0.73%
112,934
+2,568
45
$9.28M 0.73%
135,995
+1,515
46
$9.2M 0.72%
115,183
-4,035
47
$8.79M 0.69%
219,868
-348
48
$8.61M 0.68%
66,688
-96
49
$7.79M 0.61%
33,522
-541
50
$6.97M 0.55%
39,080
-245
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