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
$595M
AUM Growth
-$1.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$1.63M
2
+$658K
3
+$385K
4
BMY icon
Bristol-Myers Squibb
BMY
+$285K
5
PSX icon
Phillips 66
PSX
+$210K

Top Sells

1
+$736K
2
+$676K
3
+$631K
4
LOW icon
Lowe's Companies
LOW
+$613K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$569K

Sector Composition

1 Industrials 13%
2 Technology 12.7%
3 Financials 12.58%
4 Healthcare 11.81%
5 Consumer Staples 10.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.65M 0.28%
34,298
-8,964
77
$1.61M 0.27%
32,475
+625
78
$1.59M 0.27%
32,855
-1,800
79
$1.53M 0.26%
33,427
-8,528
80
$1.46M 0.25%
24,095
-929
81
$1.36M 0.23%
12,063
-615
82
$1.31M 0.22%
8,161
+305
83
$1.3M 0.22%
18,605
84
$1.27M 0.21%
10,875
85
$1.21M 0.2%
18,772
-200
86
$1.21M 0.2%
20,915
-7,818
87
$1.2M 0.2%
21,366
-4,086
88
$1.18M 0.2%
15,875
-3,035
89
$1.1M 0.18%
25,016
-1,925
90
$1.09M 0.18%
26,425
-3,015
91
$1.02M 0.17%
20,869
-2,854
92
$1.02M 0.17%
66,305
-13,447
93
$1.01M 0.17%
26,980
-2,091
94
$913K 0.15%
2,398
-70
95
$835K 0.14%
16,845
-1,000
96
$832K 0.14%
7,934
-575
97
$811K 0.14%
5,772
-1,100
98
$734K 0.12%
11,305
99
$698K 0.12%
18,285
-11,000
100
$697K 0.12%
13,905
-350
2 3
4
5 6