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
+$56.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$1.43M
2
+$1.18M
3
+$1.02M
4
APH icon
Amphenol
APH
+$496K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$463K

Top Sells

1
+$2.36M
2
+$2.22M
3
+$1.87M
4
DIS icon
Walt Disney
DIS
+$1.49M
5
ABBV icon
AbbVie
ABBV
+$1.39M

Sector Composition

1 Technology 23.72%
2 Industrials 10.91%
3 Financials 10.26%
4 Healthcare 10.17%
5 Consumer Staples 9.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.68M 0.61%
34,685
-631
52
$6.65M 0.61%
78,842
-726
53
$6.44M 0.59%
83,574
-4,051
54
$6.42M 0.59%
222,926
-24,138
55
$6.13M 0.56%
76,857
-3,008
56
$5.56M 0.51%
42,402
-625
57
$5.4M 0.5%
44,448
-2,584
58
$5.3M 0.49%
128,930
-4,325
59
$5.24M 0.48%
34,482
+1,699
60
$5.14M 0.47%
88,485
+1,051
61
$4.91M 0.45%
54,421
-16,462
62
$4.71M 0.43%
9,906
-61
63
$4.62M 0.42%
40,408
-4,080
64
$4.47M 0.41%
38,481
-1,852
65
$4.26M 0.39%
47,664
-1,169
66
$4.21M 0.39%
24,682
-2,854
67
$4.13M 0.38%
62,428
-10,445
68
$3.69M 0.34%
171,297
+11,401
69
$3.54M 0.32%
44,793
-4,570
70
$3.4M 0.31%
48,325
+191
71
$3.39M 0.31%
60,586
+365
72
$3.34M 0.31%
4,118
-29
73
$3.14M 0.29%
61,114
-10,457
74
$3.11M 0.29%
8,861
-34
75
$2.97M 0.27%
40,975
+14,086
1 2
3
4 5