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
$1.09B
AUM Growth
+$43.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$1.07M
2
+$557K
3
+$556K
4
BLK icon
Blackrock
BLK
+$336K
5
USB icon
US Bancorp
USB
+$335K

Top Sells

1
+$1.96M
2
+$714K
3
+$495K
4
LOW icon
Lowe's Companies
LOW
+$402K
5
T icon
AT&T
T
+$294K

Sector Composition

1 Technology 23.05%
2 Healthcare 11.24%
3 Industrials 10.79%
4 Consumer Staples 9.85%
5 Consumer Discretionary 9.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.16M 0.11%
6,816
-67
102
$1.15M 0.11%
2,205
-63
103
$1.13M 0.1%
20,910
+75
104
$1.1M 0.1%
2,741
-1
105
$1.04M 0.1%
14,046
-56
106
$1.03M 0.09%
20,565
-1,490
107
$1.03M 0.09%
4,617
108
$960K 0.09%
5,019
109
$958K 0.09%
7,920
+880
110
$953K 0.09%
5,238
-130
111
$927K 0.09%
12,709
112
$895K 0.08%
25,111
-440
113
$870K 0.08%
3,100
+7
114
$841K 0.08%
19,890
-3,090
115
$834K 0.08%
18,415
+21
116
$833K 0.08%
9,951
-125
117
$804K 0.07%
8,234
+86
118
$781K 0.07%
3,819
-20
119
$725K 0.07%
5,047
-40
120
$724K 0.07%
9,983
121
$722K 0.07%
6,725
-75
122
$710K 0.07%
8,981
-131
123
$702K 0.06%
19,284
-719
124
$697K 0.06%
3,887
-106
125
$677K 0.06%
2,850
-322
3 4
5
6 7