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
$662M
AUM Growth
-$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$1.09M
2
+$745K
3
+$552K
4
APA icon
APA Corp
APA
+$442K
5
IBM icon
IBM
IBM
+$439K

Top Sells

1
+$317K
2
+$315K
3
+$211K
4
LOW icon
Lowe's Companies
LOW
+$204K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$201K

Sector Composition

1 Technology 14.72%
2 Healthcare 13%
3 Financials 12.7%
4 Industrials 12.57%
5 Consumer Staples 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$737K 0.11%
23,490
-1,000
102
$718K 0.11%
5,279
-1,480
103
$689K 0.1%
14,281
-1,120
104
$658K 0.1%
17,872
-1,425
105
$596K 0.09%
14,485
-1,350
106
$582K 0.09%
6,158
107
$577K 0.09%
12,380
108
$572K 0.09%
9,000
109
$561K 0.08%
10,280
-140
110
$542K 0.08%
5,699
+9
111
$529K 0.08%
7,773
112
$523K 0.08%
2,735
113
$493K 0.07%
3,700
114
$492K 0.07%
13,060
-1,144
115
$492K 0.07%
1,440
116
$487K 0.07%
11,428
-204
117
$483K 0.07%
3,475
+38
118
$472K 0.07%
8,971
119
$471K 0.07%
4,500
-35
120
$467K 0.07%
2,126
-500
121
$466K 0.07%
3,464
+970
122
$464K 0.07%
6,010
+310
123
$459K 0.07%
6,300
124
$454K 0.07%
2,121
125
$445K 0.07%
5,232
+1,200
3 4
5
6 7