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
$642M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$842K
2
+$575K
3
+$356K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$283K
5
COF icon
Capital One
COF
+$282K

Top Sells

1
+$320K
2
+$302K
3
+$263K
4
AAPL icon
Apple
AAPL
+$262K
5
BCR
CR Bard Inc.
BCR
+$251K

Sector Composition

1 Industrials 12.85%
2 Technology 12.76%
3 Healthcare 12.38%
4 Financials 12.24%
5 Consumer Staples 10.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.95M 0.3%
35,600
+125
77
$1.87M 0.29%
33,775
-1,250
78
$1.82M 0.28%
33,862
-458
79
$1.5M 0.23%
9,386
+1,300
80
$1.41M 0.22%
21,805
-2,104
81
$1.4M 0.22%
21,425
-816
82
$1.33M 0.21%
41,726
+130
83
$1.29M 0.2%
10,436
-16
84
$1.29M 0.2%
20,379
-980
85
$1.27M 0.2%
10,438
-1,100
86
$1.21M 0.19%
19,723
-2,032
87
$1.16M 0.18%
26,956
+2,365
88
$1.14M 0.18%
13,582
-150
89
$1.1M 0.17%
26,590
-1,585
90
$1.03M 0.16%
2,439
-129
91
$1M 0.16%
15,872
-1,200
92
$877K 0.14%
19,350
+295
93
$862K 0.13%
26,155
-325
94
$846K 0.13%
7,109
-450
95
$844K 0.13%
16,230
-955
96
$842K 0.13%
+13,825
97
$808K 0.13%
47,099
-5,633
98
$773K 0.12%
4,697
-500
99
$753K 0.12%
24,150
+9,020
100
$673K 0.1%
27,277
-1,473
2 3
4
5 6