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
$1.25B
AUM Growth
+$162M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$2.73M
2
+$2.37M
3
+$1.46M
4
APD icon
Air Products & Chemicals
APD
+$1.24M
5
SPGI icon
S&P Global
SPGI
+$1.15M

Top Sells

1
+$2.44M
2
+$861K
3
+$817K
4
AAPL icon
Apple
AAPL
+$623K
5
BMY icon
Bristol-Myers Squibb
BMY
+$562K

Sector Composition

1 Technology 21.62%
2 Industrials 10.55%
3 Financials 10.26%
4 Healthcare 9.63%
5 Consumer Staples 9.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.07M 0.25%
8,861
77
$2.84M 0.23%
56,662
-3,092
78
$2.75M 0.22%
50,753
-10,361
79
$2.71M 0.22%
40,404
-693
80
$2.71M 0.22%
17,464
-416
81
$2.63M 0.21%
47,944
+6,047
82
$2.61M 0.21%
43,326
+2,658
83
$2.57M 0.21%
5,782
+1,181
84
$2.41M 0.19%
16,321
-129
85
$2.41M 0.19%
13,444
-20
86
$2.38M 0.19%
18,022
-334
87
$2.31M 0.18%
5,439
+2,706
88
$1.91M 0.15%
14,410
+3,840
89
$1.89M 0.15%
32,300
-415
90
$1.89M 0.15%
13,481
+712
91
$1.87M 0.15%
10,526
-835
92
$1.8M 0.14%
10,484
-96
93
$1.74M 0.14%
41,286
+55
94
$1.69M 0.13%
95,754
+4,019
95
$1.68M 0.13%
18,560
+220
96
$1.54M 0.12%
15,298
-625
97
$1.49M 0.12%
22,308
-250
98
$1.43M 0.11%
38,603
-199
99
$1.41M 0.11%
27,517
-2,500
100
$1.4M 0.11%
4,653
-137
2 3
4
5 6