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
$595M
AUM Growth
-$1.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$1.63M
2
+$658K
3
+$385K
4
BMY icon
Bristol-Myers Squibb
BMY
+$285K
5
PSX icon
Phillips 66
PSX
+$210K

Top Sells

1
+$736K
2
+$676K
3
+$631K
4
LOW icon
Lowe's Companies
LOW
+$613K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$569K

Sector Composition

1 Industrials 13%
2 Technology 12.7%
3 Financials 12.58%
4 Healthcare 11.81%
5 Consumer Staples 10.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.63M 0.78%
40,596
-2,505
52
$4.49M 0.75%
31,237
-2,922
53
$4.07M 0.68%
29,037
-1,240
54
$3.96M 0.66%
99,860
-2,000
55
$3.96M 0.66%
67,675
+4,876
56
$3.91M 0.66%
44,771
+585
57
$3.82M 0.64%
58,548
-1,990
58
$3.59M 0.6%
45,508
-2,365
59
$3.45M 0.58%
25,749
-952
60
$3.27M 0.55%
45,884
-5,700
61
$3.15M 0.53%
58,024
-1,470
62
$3.12M 0.52%
13,959
+466
63
$2.82M 0.47%
29,495
-1,925
64
$2.79M 0.47%
58,080
-825
65
$2.77M 0.47%
43,727
-4,832
66
$2.75M 0.46%
40,692
-423
67
$2.65M 0.44%
28,521
-420
68
$2.35M 0.39%
22,795
-500
69
$2.32M 0.39%
44,126
-3,375
70
$2.25M 0.38%
47,463
-10,575
71
$2.2M 0.37%
24,089
-826
72
$1.94M 0.33%
47,134
-2,100
73
$1.85M 0.31%
39,052
-198
74
$1.84M 0.31%
36,315
-228
75
$1.83M 0.31%
31,706
-1,150
1 2
3
4 5