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
$517M
AUM Growth
-$49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$1.93M
2
+$1.21M
3
+$655K
4
BLK icon
Blackrock
BLK
+$430K
5
KHC icon
Kraft Heinz
KHC
+$420K

Top Sells

1
+$2.25M
2
+$512K
3
+$498K
4
VV icon
Vanguard Large-Cap ETF
VV
+$451K
5
AAPL icon
Apple
AAPL
+$423K

Sector Composition

1 Technology 12.93%
2 Healthcare 12.37%
3 Consumer Staples 11.78%
4 Industrials 11.76%
5 Financials 11.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$608K 0.12%
15,280
-1,200
102
$604K 0.12%
15,380
-220
103
$600K 0.12%
18,298
-1,200
104
$558K 0.11%
13,920
105
$547K 0.11%
4,055
106
$547K 0.11%
2,957
+340
107
$536K 0.1%
20,860
108
$535K 0.1%
9,280
-120
109
$526K 0.1%
5,350
110
$483K 0.09%
5,963
-300
111
$467K 0.09%
11,153
-264
112
$448K 0.09%
6,153
-1,650
113
$439K 0.08%
3,800
114
$430K 0.08%
+1,445
115
$430K 0.08%
7,486
116
$420K 0.08%
+5,949
117
$413K 0.08%
4,148
118
$392K 0.08%
6,210
119
$384K 0.07%
19,314
-3,825
120
$371K 0.07%
1,490
121
$368K 0.07%
6,554
-110
122
$362K 0.07%
9,308
123
$358K 0.07%
3,345
-920
124
$353K 0.07%
3,868
+103
125
$317K 0.06%
8,286
3 4
5
6 7