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
$1.27B
AUM Growth
-$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$1.01M
2
+$947K
3
+$934K
4
WMT icon
Walmart
WMT
+$849K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$629K

Top Sells

1
+$1.1M
2
+$1.07M
3
+$782K
4
PFE icon
Pfizer
PFE
+$767K
5
INTC icon
Intel
INTC
+$658K

Sector Composition

1 Technology 24.72%
2 Financials 11.87%
3 Industrials 10.94%
4 Consumer Staples 9.13%
5 Healthcare 8.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.21M 0.25%
45,680
-1,480
77
$3.12M 0.24%
8,873
+12
78
$3M 0.24%
52,988
-835
79
$2.89M 0.23%
5,644
+43
80
$2.77M 0.22%
3,588
+1,308
81
$2.62M 0.21%
122,655
-4,328
82
$2.52M 0.2%
13,629
-315
83
$2.48M 0.19%
21,272
+3,987
84
$2.46M 0.19%
108,222
+6,331
85
$2.31M 0.18%
36,823
-2,066
86
$2.16M 0.17%
15,702
-151
87
$2.05M 0.16%
36,217
-544
88
$2.01M 0.16%
15,824
-150
89
$1.91M 0.15%
49,864
-1,982
90
$1.91M 0.15%
10,439
-13
91
$1.9M 0.15%
39,287
-1,029
92
$1.9M 0.15%
19,079
+17
93
$1.87M 0.15%
22,151
-270
94
$1.85M 0.15%
32,225
-100
95
$1.84M 0.14%
9,813
-135
96
$1.81M 0.14%
90,362
-32,803
97
$1.74M 0.14%
4,712
+29
98
$1.73M 0.14%
22,572
-9
99
$1.7M 0.13%
10,201
-88
100
$1.59M 0.12%
3,952
-15
2 3
4
5 6