KCM

Kanawha Capital Management Portfolio holdings

AUM $1.45B
1-Year Est. Return 16.8%
This Quarter Est. Return
1 Year Est. Return
+16.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$683M
AUM Growth
+$29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$3.17M
2
+$588K
3
+$434K
4
WMT icon
Walmart
WMT
+$229K
5
MDT icon
Medtronic
MDT
+$228K

Top Sells

1
+$9.87M
2
+$1.47M
3
+$721K
4
APA icon
APA Corp
APA
+$702K
5
MO icon
Altria Group
MO
+$684K

Sector Composition

1 Technology 13.84%
2 Healthcare 13%
3 Industrials 12.67%
4 Financials 12.54%
5 Consumer Staples 9.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.16M 0.75%
51,790
-465
52
$5M 0.73%
103,899
-1,662
53
$4.97M 0.73%
30,271
-329
54
$4.75M 0.7%
25,084
-370
55
$4.6M 0.67%
68,238
-2,631
56
$4.35M 0.64%
53,909
+2,825
57
$4.24M 0.62%
26,915
-400
58
$4.24M 0.62%
69,168
-372
59
$4.02M 0.59%
60,203
-1,102
60
$3.96M 0.58%
61,895
-4,863
61
$3.57M 0.52%
13,368
-1,261
62
$3.32M 0.49%
45,784
-2,595
63
$3.25M 0.48%
20,795
-420
64
$2.9M 0.43%
43,113
-1,190
65
$2.72M 0.4%
53,881
-760
66
$2.67M 0.39%
42,665
-695
67
$2.57M 0.38%
45,634
+200
68
$2.54M 0.37%
38,400
+8,900
69
$2.26M 0.33%
35,275
+95
70
$2.21M 0.32%
23,298
-466
71
$2.2M 0.32%
32,285
-540
72
$2.15M 0.32%
34,091
+107
73
$2.12M 0.31%
29,750
-9,574
74
$2.09M 0.31%
38,761
-97
75
$1.88M 0.28%
28,581
-1,200
1 2
3
4 5