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
$572M
AUM Growth
+$24.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$1.21M
2
+$565K
3
+$508K
4
XYL icon
Xylem
XYL
+$506K
5
RTX icon
RTX Corp
RTX
+$404K

Top Sells

1
+$1.05M
2
+$806K
3
+$414K
4
KN icon
Knowles
KN
+$241K
5
WMB icon
Williams Companies
WMB
+$238K

Sector Composition

1 Technology 13.6%
2 Industrials 13.18%
3 Healthcare 12.15%
4 Consumer Staples 11.08%
5 Financials 10.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.64M 0.81%
44,845
+480
52
$4.53M 0.79%
53,014
+3,016
53
$4.37M 0.76%
33,866
+1,040
54
$4.05M 0.71%
60,435
+1,647
55
$3.83M 0.67%
59,298
+1,875
56
$3.57M 0.62%
48,069
+7,598
57
$3.49M 0.61%
48,315
+875
58
$3.48M 0.61%
58,988
-1,298
59
$3.45M 0.6%
32,394
+670
60
$3.4M 0.59%
186,611
+914
61
$3.29M 0.57%
52,152
+40
62
$3.25M 0.57%
33,694
+40
63
$3.12M 0.54%
34,036
-100
64
$3.11M 0.54%
29,642
+125
65
$2.87M 0.5%
45,798
-672
66
$2.73M 0.48%
30,835
-135
67
$2.66M 0.46%
24,745
-1,030
68
$2.56M 0.45%
39,104
-796
69
$2.41M 0.42%
39,375
-1,712
70
$2.4M 0.42%
11,703
+361
71
$2.31M 0.4%
19,297
-1,761
72
$2.19M 0.38%
49,303
-1,600
73
$2.14M 0.37%
35,170
-150
74
$2.11M 0.37%
2,016
+207
75
$2.09M 0.37%
39,192
+6,410
1 2
3
4 5