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
$546M
AUM Growth
+$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$482K
2
+$325K
3
+$315K
4
GSK icon
GSK
GSK
+$299K
5
CB
CHUBB CORPORATION
CB
+$264K

Top Sells

1
+$611K
2
+$519K
3
+$419K
4
AAPL icon
Apple
AAPL
+$407K
5
WFC icon
Wells Fargo
WFC
+$360K

Sector Composition

1 Industrials 13.07%
2 Technology 12.91%
3 Healthcare 11.64%
4 Energy 11.59%
5 Consumer Staples 10.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$613K 0.11%
15,600
-100
102
$607K 0.11%
12,505
-700
103
$606K 0.11%
12,285
+625
104
$597K 0.11%
9,400
105
$564K 0.1%
10,000
106
$543K 0.1%
14,448
+300
107
$520K 0.1%
4,060
+1,410
108
$482K 0.09%
+16,545
109
$473K 0.09%
4,295
110
$456K 0.08%
7,600
111
$445K 0.08%
5,500
112
$445K 0.08%
3,860
+725
113
$437K 0.08%
7,486
114
$433K 0.08%
21,678
-85
115
$428K 0.08%
4,759
116
$426K 0.08%
10,890
+600
117
$378K 0.07%
9,308
118
$378K 0.07%
4,023
119
$373K 0.07%
3,704
+52
120
$364K 0.07%
35,469
+1,800
121
$350K 0.06%
6,654
+100
122
$347K 0.06%
3,800
123
$346K 0.06%
4,989
124
$336K 0.06%
3,365
-75
125
$335K 0.06%
1,285
3 4
5
6 7