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
$546M
AUM Growth
+$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$482K
2
+$325K
3
+$315K
4
GSK icon
GSK
GSK
+$299K
5
CB
CHUBB CORPORATION
CB
+$264K

Top Sells

1
+$611K
2
+$519K
3
+$419K
4
AAPL icon
Apple
AAPL
+$407K
5
WFC icon
Wells Fargo
WFC
+$360K

Sector Composition

1 Industrials 13.07%
2 Technology 12.91%
3 Healthcare 11.64%
4 Energy 11.59%
5 Consumer Staples 10.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.19M 0.4%
20,035
+500
77
$2.08M 0.38%
47,484
-200
78
$2.05M 0.37%
41,318
+225
79
$2M 0.37%
29,966
+4,473
80
$1.94M 0.35%
36,655
-570
81
$1.66M 0.3%
39,515
+913
82
$1.64M 0.3%
34,567
-1,600
83
$1.61M 0.29%
19,062
+3
84
$1.58M 0.29%
28,645
+53
85
$1.33M 0.24%
35,603
+2
86
$1.29M 0.24%
24,965
-1,800
87
$1.2M 0.22%
19,486
-951
88
$1.03M 0.19%
23,819
89
$1.01M 0.18%
11,759
-765
90
$966K 0.18%
25,185
+70
91
$962K 0.18%
22,244
-2,700
92
$844K 0.15%
17,545
-300
93
$807K 0.15%
9,409
-300
94
$716K 0.13%
7,873
95
$696K 0.13%
9,350
+450
96
$672K 0.12%
3,607
+200
97
$658K 0.12%
17,600
+500
98
$643K 0.12%
11,075
-2,025
99
$640K 0.12%
8,314
+8
100
$636K 0.12%
6,708
+1,675
2 3
4
5 6