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
$1.09B
AUM Growth
+$43.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$1.07M
2
+$557K
3
+$556K
4
BLK icon
Blackrock
BLK
+$336K
5
USB icon
US Bancorp
USB
+$335K

Top Sells

1
+$1.96M
2
+$714K
3
+$495K
4
LOW icon
Lowe's Companies
LOW
+$402K
5
T icon
AT&T
T
+$294K

Sector Composition

1 Technology 23.05%
2 Healthcare 11.24%
3 Industrials 10.79%
4 Consumer Staples 9.85%
5 Consumer Discretionary 9.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.77M 0.62%
81,012
+158
52
$6.57M 0.6%
47,571
-1,001
53
$6.48M 0.6%
130,345
-439
54
$6.25M 0.57%
81,106
-712
55
$6.07M 0.56%
34,938
+565
56
$6.03M 0.55%
81,384
-9,627
57
$5.5M 0.51%
135,109
+1,222
58
$5.15M 0.47%
121,240
+13,120
59
$5.05M 0.46%
44,823
+8
60
$4.96M 0.46%
11,189
-514
61
$4.76M 0.44%
43,492
-188
62
$4.66M 0.43%
72,822
+1,280
63
$4.57M 0.42%
91,774
+71
64
$4.48M 0.41%
24,895
+5,960
65
$4.38M 0.4%
49,161
-285
66
$4.22M 0.39%
40,713
+255
67
$4.21M 0.39%
32,333
+1,640
68
$4.12M 0.38%
72,888
+2,525
69
$4.08M 0.38%
59,089
-3,493
70
$3.75M 0.34%
71,903
-545
71
$3.26M 0.3%
48,224
-140
72
$3.22M 0.3%
19,020
-198
73
$3.1M 0.29%
59,556
+655
74
$2.8M 0.26%
9,081
-255
75
$2.72M 0.25%
45,041
-1,013
1 2
3
4 5