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
$642M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$842K
2
+$575K
3
+$356K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$283K
5
COF icon
Capital One
COF
+$282K

Top Sells

1
+$320K
2
+$302K
3
+$263K
4
AAPL icon
Apple
AAPL
+$262K
5
BCR
CR Bard Inc.
BCR
+$251K

Sector Composition

1 Industrials 12.85%
2 Technology 12.76%
3 Healthcare 12.38%
4 Financials 12.24%
5 Consumer Staples 10.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.96M 0.77%
106,660
+2,520
52
$4.56M 0.71%
69,303
+3,510
53
$4.51M 0.7%
50,874
+955
54
$4.42M 0.69%
30,890
+390
55
$4.27M 0.67%
51,665
+3,409
56
$4.23M 0.66%
26,484
-700
57
$3.98M 0.62%
49,399
+422
58
$3.95M 0.62%
25,762
+173
59
$3.91M 0.61%
70,232
+154
60
$3.71M 0.58%
67,114
+511
61
$3.4M 0.53%
14,044
+329
62
$3.27M 0.51%
61,577
+428
63
$3.05M 0.48%
40,992
+391
64
$3.02M 0.47%
43,051
-650
65
$2.99M 0.47%
27,846
+50
66
$2.99M 0.47%
60,982
-325
67
$2.96M 0.46%
44,553
-1,400
68
$2.88M 0.45%
24,514
+352
69
$2.65M 0.41%
21,425
-1,225
70
$2.6M 0.41%
47,059
-325
71
$2.42M 0.38%
26,120
-2,675
72
$2.4M 0.37%
50,058
+520
73
$2.01M 0.31%
30,981
-375
74
$1.98M 0.31%
38,856
+2
75
$1.98M 0.31%
34,870
-329
1 2
3
4 5