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
$662M
AUM Growth
-$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$1.09M
2
+$745K
3
+$552K
4
APA icon
APA Corp
APA
+$442K
5
IBM icon
IBM
IBM
+$439K

Top Sells

1
+$317K
2
+$315K
3
+$211K
4
LOW icon
Lowe's Companies
LOW
+$204K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$201K

Sector Composition

1 Technology 14.72%
2 Healthcare 13%
3 Financials 12.7%
4 Industrials 12.57%
5 Consumer Staples 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.74M 0.26%
17,510
-63
77
$1.71M 0.26%
44,520
+11,498
78
$1.53M 0.23%
9,972
-600
79
$1.5M 0.23%
18,905
-93
80
$1.48M 0.22%
30,279
-230
81
$1.38M 0.21%
27,481
-1,100
82
$1.32M 0.2%
26,201
-600
83
$1.31M 0.2%
41,351
+9,286
84
$1.27M 0.19%
9,878
-255
85
$1.26M 0.19%
19,021
-29
86
$1.26M 0.19%
13,482
-75
87
$1.25M 0.19%
2,309
+6
88
$1.17M 0.18%
24,165
-925
89
$1.13M 0.17%
16,233
-992
90
$1.01M 0.15%
16,343
+321
91
$953K 0.14%
18,335
-246
92
$947K 0.14%
15,969
+389
93
$899K 0.14%
43,735
-1,867
94
$898K 0.14%
14,870
-1,450
95
$860K 0.13%
15,350
-55
96
$816K 0.12%
4,866
97
$773K 0.12%
11,800
+125
98
$768K 0.12%
27,862
-15
99
$763K 0.12%
9,371
-15
100
$745K 0.11%
+5,352
2 3
4
5 6