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
$566M
AUM Growth
-$5.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$1.34M
2
+$926K
3
+$657K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$552K
5
COF icon
Capital One
COF
+$492K

Top Sells

1
+$2.53M
2
+$378K
3
+$356K
4
KO icon
Coca-Cola
KO
+$230K
5
AVNS icon
Avanos Medical
AVNS
+$225K

Sector Composition

1 Healthcare 12.69%
2 Technology 12.68%
3 Industrials 12.56%
4 Financials 10.92%
5 Consumer Staples 10.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.13M 0.38%
78,980
+49,499
77
$2.05M 0.36%
49,034
-750
78
$1.96M 0.35%
22,245
+5,595
79
$1.81M 0.32%
35,140
+825
80
$1.8M 0.32%
31,700
-1,114
81
$1.79M 0.32%
42,580
+4,505
82
$1.76M 0.31%
36,565
-2,369
83
$1.66M 0.29%
24,475
-1,100
84
$1.55M 0.27%
2,117
+112
85
$1.51M 0.27%
35,902
-198
86
$1.49M 0.26%
27,464
+1,358
87
$1.49M 0.26%
32,669
+2,306
88
$1.48M 0.26%
16,661
-1,587
89
$1.4M 0.25%
17,885
-24
90
$1.37M 0.24%
25,433
-1,690
91
$1.21M 0.21%
10,560
+1,250
92
$1.1M 0.19%
26,650
+1,250
93
$1.1M 0.19%
29,750
-600
94
$1.05M 0.19%
13,538
+150
95
$1.04M 0.18%
17,000
-1,400
96
$987K 0.17%
14,625
97
$926K 0.16%
16,190
+1,400
98
$913K 0.16%
6,760
+650
99
$847K 0.15%
8,559
+800
100
$773K 0.14%
19,498
-200
2 3
4
5 6