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
$572M
AUM Growth
+$24.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$1.21M
2
+$565K
3
+$508K
4
XYL icon
Xylem
XYL
+$506K
5
RTX icon
RTX Corp
RTX
+$404K

Top Sells

1
+$1.05M
2
+$806K
3
+$414K
4
KN icon
Knowles
KN
+$241K
5
WMB icon
Williams Companies
WMB
+$238K

Sector Composition

1 Technology 13.6%
2 Industrials 13.18%
3 Healthcare 12.15%
4 Consumer Staples 11.08%
5 Financials 10.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.95M 0.34%
40,363
+1,459
77
$1.94M 0.34%
49,684
+750
78
$1.93M 0.34%
39,170
-990
79
$1.88M 0.33%
32,381
+2,197
80
$1.83M 0.32%
34,390
-25
81
$1.68M 0.29%
38,195
-825
82
$1.62M 0.28%
19,860
+2
83
$1.56M 0.27%
28,829
84
$1.52M 0.27%
18,459
-125
85
$1.48M 0.26%
26,190
+975
86
$1.47M 0.26%
36,098
-384
87
$1.34M 0.24%
27,192
+1,210
88
$1.25M 0.22%
18,040
-300
89
$1.21M 0.21%
+29,751
90
$1.18M 0.21%
12,671
+1,140
91
$1.01M 0.18%
24,420
-735
92
$938K 0.16%
24,640
+13,300
93
$893K 0.16%
9,483
-246
94
$886K 0.15%
13,475
+2,100
95
$818K 0.14%
20,828
-6,046
96
$761K 0.13%
28,779
+11,331
97
$756K 0.13%
7,909
+100
98
$714K 0.12%
17,645
99
$695K 0.12%
12,400
-400
100
$695K 0.12%
17,640
-200
2 3
4
5 6