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
+$56.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$1.43M
2
+$1.18M
3
+$1.02M
4
APH icon
Amphenol
APH
+$496K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$463K

Top Sells

1
+$2.36M
2
+$2.22M
3
+$1.87M
4
DIS icon
Walt Disney
DIS
+$1.49M
5
ABBV icon
AbbVie
ABBV
+$1.39M

Sector Composition

1 Technology 23.72%
2 Industrials 10.91%
3 Financials 10.26%
4 Healthcare 10.17%
5 Consumer Staples 9.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.19M 0.11%
21,026
+116
102
$1.18M 0.11%
6,619
-127
103
$1.18M 0.11%
+10,570
104
$1.17M 0.11%
4,790
-100
105
$1.11M 0.1%
2,100
-38
106
$1.07M 0.1%
7,570
-100
107
$1.04M 0.1%
20,225
108
$1.01M 0.09%
13,996
+25
109
$1M 0.09%
5,268
+30
110
$970K 0.09%
3,950
+131
111
$932K 0.09%
3,114
+7
112
$908K 0.08%
18,340
-1,300
113
$895K 0.08%
18,188
-2,951
114
$856K 0.08%
1,959
+198
115
$834K 0.08%
11,511
-1,198
116
$825K 0.08%
1,567
+156
117
$792K 0.07%
4,585
118
$760K 0.07%
19,478
+69
119
$746K 0.07%
7,931
-109
120
$743K 0.07%
1,275
+25
121
$741K 0.07%
6,500
-25
122
$732K 0.07%
18,137
-207
123
$731K 0.07%
9,702
-177
124
$727K 0.07%
2,791
-59
125
$723K 0.07%
11,473
-2,677
3 4
5
6 7