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
$1.28B
AUM Growth
+$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$1.96M
2
+$1.9M
3
+$1.65M
4
PG icon
Procter & Gamble
PG
+$1.44M
5
QCOM icon
Qualcomm
QCOM
+$1.42M

Top Sells

1
+$998K
2
+$921K
3
+$488K
4
INTC icon
Intel
INTC
+$447K
5
KVUE icon
Kenvue
KVUE
+$409K

Sector Composition

1 Technology 23.62%
2 Financials 10.21%
3 Industrials 10.03%
4 Consumer Staples 9.38%
5 Healthcare 9.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.93M 0.54%
67,809
-9,764
52
$6.62M 0.52%
79,006
+915
53
$6.1M 0.48%
79,474
-2,271
54
$5.99M 0.47%
16,035
-391
55
$5.95M 0.47%
70,869
-2,680
56
$5.87M 0.46%
189,592
-14,448
57
$5.68M 0.44%
41,872
+1,733
58
$5.67M 0.44%
41,007
-1,009
59
$5.63M 0.44%
56,708
+355
60
$5.58M 0.44%
40,290
-260
61
$5.42M 0.42%
9,954
-23
62
$5.4M 0.42%
123,409
-4,179
63
$5.07M 0.4%
84,142
-1,303
64
$4.74M 0.37%
49,253
+429
65
$4.46M 0.35%
39,004
+1,583
66
$4.3M 0.34%
22,117
-2,059
67
$4.24M 0.33%
60,362
-1,305
68
$4.15M 0.32%
64,855
+1,849
69
$3.79M 0.3%
4,815
+418
70
$3.67M 0.29%
22,850
+8,440
71
$3.52M 0.28%
15,205
+655
72
$3.42M 0.27%
47,110
-416
73
$3.41M 0.27%
7,649
+2,210
74
$3.23M 0.25%
30,284
+1,050
75
$3.21M 0.25%
41,897
+464
1 2
3
4 5