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
+$56.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$1.43M
2
+$1.18M
3
+$1.02M
4
APH icon
Amphenol
APH
+$496K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$463K

Top Sells

1
+$2.36M
2
+$2.22M
3
+$1.87M
4
DIS icon
Walt Disney
DIS
+$1.49M
5
ABBV icon
AbbVie
ABBV
+$1.39M

Sector Composition

1 Technology 23.72%
2 Industrials 10.91%
3 Financials 10.26%
4 Healthcare 10.17%
5 Consumer Staples 9.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.9M 0.27%
59,754
-9,289
77
$2.73M 0.25%
14,552
-201
78
$2.7M 0.25%
41,097
-3,139
79
$2.48M 0.23%
17,880
-1,076
80
$2.26M 0.21%
20,870
-4,723
81
$2.24M 0.21%
16,450
-160
82
$2.22M 0.2%
13,464
-50
83
$2.18M 0.2%
41,897
-2,900
84
$2.14M 0.2%
40,668
+2,004
85
$2M 0.18%
18,356
-3,607
86
$1.88M 0.17%
4,601
-158
87
$1.84M 0.17%
32,715
-775
88
$1.75M 0.16%
11,361
-533
89
$1.67M 0.15%
15,974
90
$1.59M 0.15%
10,580
-28
91
$1.59M 0.15%
15,923
-300
92
$1.55M 0.14%
41,231
-224
93
$1.54M 0.14%
91,735
-47,115
94
$1.52M 0.14%
30,017
-1,175
95
$1.38M 0.13%
22,558
-6,870
96
$1.35M 0.12%
38,802
-885
97
$1.3M 0.12%
12,769
-1,260
98
$1.25M 0.11%
24,071
-3,181
99
$1.25M 0.11%
4,107
-58
100
$1.2M 0.11%
2,733
-7
2 3
4
5 6