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
$572M
AUM Growth
+$24.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$1.21M
2
+$565K
3
+$508K
4
XYL icon
Xylem
XYL
+$506K
5
RTX icon
RTX Corp
RTX
+$404K

Top Sells

1
+$1.05M
2
+$806K
3
+$414K
4
KN icon
Knowles
KN
+$241K
5
WMB icon
Williams Companies
WMB
+$238K

Sector Composition

1 Technology 13.6%
2 Industrials 13.18%
3 Healthcare 12.15%
4 Consumer Staples 11.08%
5 Financials 10.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$668K 0.12%
21,117
-2,320
102
$663K 0.12%
3,192
103
$644K 0.11%
13,085
+500
104
$642K 0.11%
8,079
-50
105
$623K 0.11%
15,600
106
$621K 0.11%
14,605
+400
107
$604K 0.11%
4,264
108
$601K 0.11%
9,400
109
$546K 0.1%
15,038
-273
110
$535K 0.09%
24,666
-729
111
$508K 0.09%
+1,800
112
$491K 0.09%
4,285
-10
113
$478K 0.08%
5,350
114
$449K 0.08%
4,759
115
$428K 0.07%
35,469
116
$415K 0.07%
3,765
117
$415K 0.07%
4,898
118
$406K 0.07%
3,837
119
$401K 0.07%
3,364
-50
120
$396K 0.07%
3,800
121
$396K 0.07%
9,449
-45
122
$393K 0.07%
1,490
123
$392K 0.07%
7,486
124
$390K 0.07%
7,600
125
$389K 0.07%
9,308
3 4
5
6 7