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
$529M
AUM Growth
+$3.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$563K
2
+$560K
3
+$552K
4
AXP icon
American Express
AXP
+$453K
5
KN icon
Knowles
KN
+$425K

Top Sells

1
+$1.23M
2
+$686K
3
+$391K
4
XOM icon
Exxon Mobil
XOM
+$336K
5
COF icon
Capital One
COF
+$237K

Sector Composition

1 Industrials 13.15%
2 Technology 12.89%
3 Healthcare 11.64%
4 Energy 10.81%
5 Consumer Staples 10.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$600K 0.11%
15,700
102
$579K 0.11%
8,900
103
$566K 0.11%
9,400
-100
104
$552K 0.1%
+11,660
105
$535K 0.1%
10,000
106
$489K 0.09%
14,148
-553
107
$453K 0.09%
+5,033
108
$450K 0.09%
4,295
109
$438K 0.08%
5,500
110
$427K 0.08%
21,763
-160
111
$425K 0.08%
+13,459
112
$419K 0.08%
7,600
113
$409K 0.08%
4,759
+700
114
$406K 0.08%
7,486
115
$375K 0.07%
10,290
-1,800
116
$375K 0.07%
4,989
117
$360K 0.07%
9,308
118
$350K 0.07%
3,135
+450
119
$342K 0.06%
4,023
-71
120
$340K 0.06%
6,554
121
$335K 0.06%
3,652
122
$334K 0.06%
3,800
123
$328K 0.06%
2,650
124
$325K 0.06%
33,669
125
$323K 0.06%
3,440
3 4
5
6 7