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
$1.25B
AUM Growth
+$162M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$2.73M
2
+$2.37M
3
+$1.46M
4
APD icon
Air Products & Chemicals
APD
+$1.24M
5
SPGI icon
S&P Global
SPGI
+$1.15M

Top Sells

1
+$2.44M
2
+$861K
3
+$817K
4
AAPL icon
Apple
AAPL
+$623K
5
BMY icon
Bristol-Myers Squibb
BMY
+$562K

Sector Composition

1 Technology 21.62%
2 Industrials 10.55%
3 Financials 10.26%
4 Healthcare 9.63%
5 Consumer Staples 9.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.9M 0.55%
56,353
+1,932
52
$6.89M 0.55%
76,472
-385
53
$6.88M 0.55%
77,573
+4,037
54
$6.75M 0.54%
78,091
+1,512
55
$6.75M 0.54%
16,426
-275
56
$6.54M 0.52%
73,549
-5,293
57
$6.27M 0.5%
81,745
-1,829
58
$6.04M 0.48%
40,550
-1,852
59
$5.43M 0.43%
42,016
-2,432
60
$5.39M 0.43%
85,445
-3,040
61
$5.33M 0.43%
127,588
-1,342
62
$5.22M 0.42%
9,977
+71
63
$5.19M 0.41%
40,139
-269
64
$4.85M 0.39%
48,824
+1,160
65
$4.76M 0.38%
37,421
-1,060
66
$4.57M 0.36%
61,667
-761
67
$4.21M 0.34%
24,176
-506
68
$3.88M 0.31%
63,006
+2,420
69
$3.74M 0.3%
174,371
+3,074
70
$3.67M 0.29%
4,397
+279
71
$3.53M 0.28%
47,526
-799
72
$3.33M 0.27%
41,722
-3,071
73
$3.31M 0.26%
14,550
-2
74
$3.26M 0.26%
41,433
+458
75
$3.23M 0.26%
29,234
+8,364
1 2
3
4 5