KCM

Kanawha Capital Management Portfolio holdings

AUM $1.45B
1-Year Est. Return 16.8%
This Quarter Est. Return
1 Year Est. Return
+16.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$683M
AUM Growth
+$29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$3.17M
2
+$588K
3
+$434K
4
WMT icon
Walmart
WMT
+$229K
5
MDT icon
Medtronic
MDT
+$228K

Top Sells

1
+$9.87M
2
+$1.47M
3
+$721K
4
APA icon
APA Corp
APA
+$702K
5
MO icon
Altria Group
MO
+$684K

Sector Composition

1 Technology 13.84%
2 Healthcare 13%
3 Industrials 12.67%
4 Financials 12.54%
5 Consumer Staples 9.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$776K 0.11%
9,386
+295
102
$726K 0.11%
15,401
103
$695K 0.1%
19,297
-6,518
104
$670K 0.1%
15,835
-950
105
$591K 0.09%
2,626
106
$585K 0.09%
12,380
-1,605
107
$563K 0.08%
6,158
108
$562K 0.08%
10,420
-100
109
$561K 0.08%
5,690
-383
110
$552K 0.08%
9,000
111
$550K 0.08%
3,700
112
$546K 0.08%
14,204
-355
113
$540K 0.08%
4,535
114
$512K 0.07%
6,275
-325
115
$510K 0.07%
8,971
+225
116
$502K 0.07%
7,773
+35
117
$497K 0.07%
1,440
118
$468K 0.07%
2,121
+50
119
$466K 0.07%
3,437
120
$463K 0.07%
2,735
121
$456K 0.07%
5,700
+150
122
$453K 0.07%
11,632
123
$439K 0.06%
8,428
-540
124
$438K 0.06%
3,741
125
$429K 0.06%
6,300
3 4
5
6 7