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
$517M
AUM Growth
-$49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$1.93M
2
+$1.21M
3
+$655K
4
BLK icon
Blackrock
BLK
+$430K
5
KHC icon
Kraft Heinz
KHC
+$420K

Top Sells

1
+$2.25M
2
+$512K
3
+$498K
4
VV icon
Vanguard Large-Cap ETF
VV
+$451K
5
AAPL icon
Apple
AAPL
+$423K

Sector Composition

1 Technology 12.93%
2 Healthcare 12.37%
3 Consumer Staples 11.78%
4 Industrials 11.76%
5 Financials 11.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.81M 0.35%
46,114
-1,460
77
$1.74M 0.34%
23,920
+1,675
78
$1.69M 0.33%
33,340
-1,800
79
$1.68M 0.33%
29,370
-4,900
80
$1.48M 0.29%
39,940
+100
81
$1.39M 0.27%
35,604
-298
82
$1.32M 0.26%
35,065
-1,500
83
$1.32M 0.25%
27,921
+457
84
$1.31M 0.25%
28,335
-3,365
85
$1.23M 0.24%
37,825
-4,755
86
$1.16M 0.22%
24,181
-1,252
87
$1.05M 0.2%
26,555
-95
88
$1.01M 0.19%
16,685
-1,200
89
$1.01M 0.19%
6,960
+200
90
$1M 0.19%
13,538
91
$984K 0.19%
29,950
+200
92
$969K 0.19%
24,075
-400
93
$900K 0.17%
30,594
-2,075
94
$872K 0.17%
17,925
+1,735
95
$820K 0.16%
17,100
+100
96
$794K 0.15%
15,475
+850
97
$775K 0.15%
8,334
-225
98
$728K 0.14%
12,929
-3,732
99
$725K 0.14%
1,710
-407
100
$641K 0.12%
12,325
-75
2 3
4
5 6