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
$595M
AUM Growth
-$1.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$1.63M
2
+$658K
3
+$385K
4
BMY icon
Bristol-Myers Squibb
BMY
+$285K
5
PSX icon
Phillips 66
PSX
+$210K

Top Sells

1
+$736K
2
+$676K
3
+$631K
4
LOW icon
Lowe's Companies
LOW
+$613K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$569K

Sector Composition

1 Industrials 13%
2 Technology 12.7%
3 Financials 12.58%
4 Healthcare 11.81%
5 Consumer Staples 10.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$678K 0.11%
29,150
-140
102
$658K 0.11%
+11,350
103
$594K 0.1%
6,158
-725
104
$580K 0.1%
43,138
+688
105
$570K 0.1%
14,680
-100
106
$566K 0.1%
17,663
-2,187
107
$562K 0.09%
6,345
-733
108
$539K 0.09%
15,408
109
$520K 0.09%
4,535
-200
110
$519K 0.09%
8,702
-12,343
111
$511K 0.09%
5,846
+13
112
$505K 0.08%
11,080
-820
113
$500K 0.08%
7,256
+200
114
$498K 0.08%
6,210
115
$490K 0.08%
11,060
+13
116
$473K 0.08%
6,520
-500
117
$453K 0.08%
3,775
118
$452K 0.08%
8,741
+775
119
$450K 0.08%
1,490
120
$426K 0.07%
9,000
121
$425K 0.07%
3,473
122
$424K 0.07%
3,177
123
$424K 0.07%
7,738
-348
124
$405K 0.07%
6,554
125
$401K 0.07%
8,968
3 4
5
6 7