KCM

Kanawha Capital Management Portfolio holdings

AUM $1.45B
1-Year Est. Return 16.8%
This Quarter Est. Return
1 Year Est. Return
+16.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$683M
AUM Growth
+$29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$3.17M
2
+$588K
3
+$434K
4
WMT icon
Walmart
WMT
+$229K
5
MDT icon
Medtronic
MDT
+$228K

Top Sells

1
+$9.87M
2
+$1.47M
3
+$721K
4
APA icon
APA Corp
APA
+$702K
5
MO icon
Altria Group
MO
+$684K

Sector Composition

1 Technology 13.84%
2 Healthcare 13%
3 Industrials 12.67%
4 Financials 12.54%
5 Consumer Staples 9.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.86M 0.27%
17,573
-6,822
77
$1.77M 0.26%
9,536
-50
78
$1.62M 0.24%
10,572
+150
79
$1.56M 0.23%
19,050
-292
80
$1.55M 0.23%
18,998
-593
81
$1.39M 0.2%
33,022
-16,626
82
$1.39M 0.2%
10,133
+50
83
$1.38M 0.2%
26,801
+750
84
$1.35M 0.2%
30,509
-2,656
85
$1.35M 0.2%
13,557
86
$1.33M 0.19%
32,065
-9,931
87
$1.23M 0.18%
25,090
-375
88
$1.21M 0.18%
17,225
-2,015
89
$1.18M 0.17%
2,303
-85
90
$1.04M 0.15%
45,602
-667
91
$1.03M 0.15%
16,022
92
$998K 0.15%
18,581
-461
93
$988K 0.14%
4,866
-400
94
$914K 0.13%
15,405
-900
95
$910K 0.13%
6,759
-310
96
$875K 0.13%
16,320
-2,765
97
$855K 0.13%
15,580
+250
98
$797K 0.12%
11,675
-800
99
$780K 0.11%
24,490
-700
100
$778K 0.11%
27,877
-380
2 3
4
5 6