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
$546M
AUM Growth
+$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$482K
2
+$325K
3
+$315K
4
GSK icon
GSK
GSK
+$299K
5
CB
CHUBB CORPORATION
CB
+$264K

Top Sells

1
+$611K
2
+$519K
3
+$419K
4
AAPL icon
Apple
AAPL
+$407K
5
WFC icon
Wells Fargo
WFC
+$360K

Sector Composition

1 Industrials 13.07%
2 Technology 12.91%
3 Healthcare 11.64%
4 Energy 11.59%
5 Consumer Staples 10.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.73M 0.87%
21,298
+244
52
$4.63M 0.85%
102,056
+1,025
53
$4.61M 0.85%
74,249
-711
54
$4.45M 0.82%
37,391
-945
55
$4.05M 0.74%
43,908
+2,860
56
$4M 0.73%
47,782
+682
57
$3.79M 0.69%
30,150
-1,225
58
$3.69M 0.68%
33,971
-50
59
$3.31M 0.61%
40,194
-6,300
60
$3.2M 0.59%
40,298
-1,388
61
$3.17M 0.58%
1,751
+26
62
$3.02M 0.55%
47,431
+50
63
$3.01M 0.55%
58,423
+6,100
64
$2.95M 0.54%
37,218
-240
65
$2.88M 0.53%
59,380
+332
66
$2.84M 0.52%
185,481
-7,949
67
$2.79M 0.51%
24,970
-1,650
68
$2.78M 0.51%
31,679
-699
69
$2.77M 0.51%
30,647
-110
70
$2.48M 0.46%
32,955
-320
71
$2.41M 0.44%
29,720
-100
72
$2.26M 0.41%
11,562
+181
73
$2.22M 0.41%
32,520
+250
74
$2.22M 0.41%
50,093
-175
75
$2.2M 0.4%
29,998
-3,328
1 2
3
4 5