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
$1.09B
AUM Growth
+$43.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$1.07M
2
+$557K
3
+$556K
4
BLK icon
Blackrock
BLK
+$336K
5
USB icon
US Bancorp
USB
+$335K

Top Sells

1
+$1.96M
2
+$714K
3
+$495K
4
LOW icon
Lowe's Companies
LOW
+$402K
5
T icon
AT&T
T
+$294K

Sector Composition

1 Technology 23.05%
2 Healthcare 11.24%
3 Industrials 10.79%
4 Consumer Staples 9.85%
5 Consumer Discretionary 9.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.57M 0.24%
14,758
-40
77
$2.53M 0.23%
25,403
+798
78
$2.5M 0.23%
21,704
+318
79
$2.5M 0.23%
3,622
+486
80
$2.25M 0.21%
140,786
-18,408
81
$2.22M 0.2%
52,042
-4,628
82
$2.17M 0.2%
44,112
+285
83
$2.15M 0.2%
13,639
-100
84
$2.14M 0.2%
16,109
-27
85
$2.1M 0.19%
21,018
-375
86
$1.98M 0.18%
37,779
+1,764
87
$1.88M 0.17%
34,640
-370
88
$1.85M 0.17%
29,498
-100
89
$1.8M 0.17%
26,026
+1,197
90
$1.78M 0.16%
12,059
-59
91
$1.73M 0.16%
4,694
-46
92
$1.67M 0.15%
32,947
-1,679
93
$1.55M 0.14%
14,855
+211
94
$1.54M 0.14%
15,974
95
$1.39M 0.13%
41,373
-75
96
$1.35M 0.12%
39,687
-1,000
97
$1.34M 0.12%
10,808
-16
98
$1.24M 0.11%
14,123
-224
99
$1.23M 0.11%
27,547
-689
100
$1.17M 0.11%
4,245
-15
2 3
4
5 6