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
$1.27B
AUM Growth
-$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$1.01M
2
+$947K
3
+$934K
4
WMT icon
Walmart
WMT
+$849K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$629K

Top Sells

1
+$1.1M
2
+$1.07M
3
+$782K
4
PFE icon
Pfizer
PFE
+$767K
5
INTC icon
Intel
INTC
+$658K

Sector Composition

1 Technology 24.72%
2 Financials 11.87%
3 Industrials 10.94%
4 Consumer Staples 9.13%
5 Healthcare 8.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.94M 0.54%
77,913
-282
52
$6.79M 0.53%
74,697
-125
53
$6.65M 0.52%
15,691
-59
54
$6.64M 0.52%
250,409
-28,918
55
$6.54M 0.51%
11,154
+114
56
$6.39M 0.5%
12,827
+1,187
57
$6.36M 0.5%
82,323
-17
58
$6M 0.47%
53,842
-2,046
59
$5.85M 0.46%
25,244
+747
60
$5.71M 0.45%
73,901
-6,312
61
$5.28M 0.41%
5,154
+74
62
$5.28M 0.41%
119,941
+68
63
$5.21M 0.41%
57,688
+9,394
64
$5.21M 0.41%
39,764
-888
65
$4.81M 0.38%
41,741
+5,458
66
$4.81M 0.38%
58,712
-490
67
$4.78M 0.37%
41,178
+583
68
$4.74M 0.37%
68,715
+205
69
$4.59M 0.36%
15,471
+574
70
$4.57M 0.36%
49,320
+364
71
$4.38M 0.34%
32,621
+2,863
72
$4.19M 0.33%
51,536
+3,553
73
$3.93M 0.31%
20,952
-830
74
$3.67M 0.29%
36,971
-1,095
75
$3.55M 0.28%
34,601
-1,452
1 2
3
4 5