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
$517M
AUM Growth
-$49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$1.93M
2
+$1.21M
3
+$655K
4
BLK icon
Blackrock
BLK
+$430K
5
KHC icon
Kraft Heinz
KHC
+$420K

Top Sells

1
+$2.25M
2
+$512K
3
+$498K
4
VV icon
Vanguard Large-Cap ETF
VV
+$451K
5
AAPL icon
Apple
AAPL
+$423K

Sector Composition

1 Technology 12.93%
2 Healthcare 12.37%
3 Consumer Staples 11.78%
4 Industrials 11.76%
5 Financials 11.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.86M 0.75%
55,964
+1,200
52
$3.67M 0.71%
38,032
+2,975
53
$3.47M 0.67%
57,808
-575
54
$3.35M 0.65%
69,548
-2,249
55
$3.33M 0.64%
56,312
+52
56
$3.28M 0.63%
49,009
-240
57
$3.21M 0.62%
27,767
-525
58
$3.14M 0.61%
32,306
-1,225
59
$2.97M 0.57%
62,666
-617
60
$2.87M 0.55%
53,383
+8
61
$2.73M 0.53%
32,939
+500
62
$2.65M 0.51%
83,080
+4,100
63
$2.63M 0.51%
13,703
+375
64
$2.48M 0.48%
45,529
-850
65
$2.43M 0.47%
49,053
-3,700
66
$2.29M 0.44%
22,355
+11,795
67
$2.17M 0.42%
27,323
-442
68
$2.12M 0.41%
44,153
+2,003
69
$2.09M 0.4%
23,906
-295
70
$2.08M 0.4%
31,906
-2,075
71
$2.05M 0.4%
27,660
-1,850
72
$2.04M 0.39%
174,969
-4,617
73
$2.01M 0.39%
47,830
+3,114
74
$1.93M 0.37%
+41,610
75
$1.92M 0.37%
47,834
-1,200
1 2
3
4 5