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
$662M
AUM Growth
-$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$1.09M
2
+$745K
3
+$552K
4
APA icon
APA Corp
APA
+$442K
5
IBM icon
IBM
IBM
+$439K

Top Sells

1
+$317K
2
+$315K
3
+$211K
4
LOW icon
Lowe's Companies
LOW
+$204K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$201K

Sector Composition

1 Technology 14.72%
2 Healthcare 13%
3 Financials 12.7%
4 Industrials 12.57%
5 Consumer Staples 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.73M 0.71%
29,739
-532
52
$4.68M 0.71%
104,910
+1,011
53
$4.57M 0.69%
70,663
+5,189
54
$4.53M 0.68%
69,979
+1,741
55
$4.46M 0.67%
25,016
-68
56
$4.39M 0.66%
54,727
+818
57
$4.31M 0.65%
68,196
-972
58
$4.02M 0.61%
27,274
+359
59
$3.83M 0.58%
60,061
-142
60
$3.71M 0.56%
14,104
+736
61
$3.41M 0.52%
61,570
-325
62
$3.17M 0.48%
20,395
-400
63
$2.81M 0.43%
45,234
-550
64
$2.81M 0.42%
42,685
+4,285
65
$2.59M 0.39%
45,959
+325
66
$2.51M 0.38%
54,641
+760
67
$2.43M 0.37%
31,570
-715
68
$2.31M 0.35%
44,886
+6,125
69
$2.31M 0.35%
35,250
-25
70
$2.3M 0.35%
39,668
-3,445
71
$2.16M 0.33%
33,640
-451
72
$2.05M 0.31%
22,848
-450
73
$2M 0.3%
41,240
-1,425
74
$1.78M 0.27%
9,436
-100
75
$1.78M 0.27%
28,535
-1,215
1 2
3
4 5