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
$529M
AUM Growth
+$3.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$563K
2
+$560K
3
+$552K
4
AXP icon
American Express
AXP
+$453K
5
KN icon
Knowles
KN
+$425K

Top Sells

1
+$1.23M
2
+$686K
3
+$391K
4
XOM icon
Exxon Mobil
XOM
+$336K
5
COF icon
Capital One
COF
+$237K

Sector Composition

1 Industrials 13.15%
2 Technology 12.89%
3 Healthcare 11.64%
4 Energy 10.81%
5 Consumer Staples 10.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.32M 0.82%
192,893
-1,075
52
$4.22M 0.8%
38,336
-632
53
$4.18M 0.79%
57,279
-1,400
54
$4.07M 0.77%
49,004
+310
55
$3.94M 0.75%
47,100
+2,390
56
$3.76M 0.71%
31,375
-275
57
$3.67M 0.69%
41,048
+6,275
58
$3.38M 0.64%
34,021
-650
59
$3.27M 0.62%
46,494
-482
60
$3.07M 0.58%
59,048
-1,397
61
$2.95M 0.56%
37,458
+2,452
62
$2.94M 0.56%
52,323
-840
63
$2.92M 0.55%
47,381
-550
64
$2.84M 0.54%
193,430
-449
65
$2.83M 0.53%
26,620
-365
66
$2.81M 0.53%
32,378
-1,175
67
$2.79M 0.53%
30,757
+1,400
68
$2.79M 0.53%
41,686
+1,325
69
$2.71M 0.51%
1,725
+55
70
$2.49M 0.47%
33,275
-425
71
$2.36M 0.45%
29,820
-100
72
$2.2M 0.42%
33,326
-2,878
73
$2.17M 0.41%
32,270
+350
74
$2.13M 0.4%
11,381
-403
75
$1.96M 0.37%
47,684
-1,950
1 2
3
4 5