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
$1.25B
AUM Growth
+$162M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$2.73M
2
+$2.37M
3
+$1.46M
4
APD icon
Air Products & Chemicals
APD
+$1.24M
5
SPGI icon
S&P Global
SPGI
+$1.15M

Top Sells

1
+$2.44M
2
+$861K
3
+$817K
4
AAPL icon
Apple
AAPL
+$623K
5
BMY icon
Bristol-Myers Squibb
BMY
+$562K

Sector Composition

1 Technology 21.62%
2 Industrials 10.55%
3 Financials 10.26%
4 Healthcare 9.63%
5 Consumer Staples 9.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.38M 0.11%
4,097
-10
102
$1.36M 0.11%
23,576
-495
103
$1.21M 0.1%
6,599
-20
104
$1.21M 0.1%
20,910
-116
105
$1.19M 0.1%
3,283
+169
106
$1.15M 0.09%
19,926
+1,738
107
$1.15M 0.09%
1,978
-122
108
$1.08M 0.09%
5,268
109
$1.07M 0.09%
13,971
-25
110
$1.05M 0.08%
1,349
+74
111
$1.04M 0.08%
20,225
112
$1.03M 0.08%
6,771
-799
113
$1.01M 0.08%
8,812
-7,162
114
$959K 0.08%
1,994
+35
115
$906K 0.07%
4,585
116
$904K 0.07%
3,675
-275
117
$877K 0.07%
3,142
+351
118
$872K 0.07%
3,787
+50
119
$818K 0.07%
6,496
-4
120
$790K 0.06%
11,286
-225
121
$772K 0.06%
17,689
-448
122
$772K 0.06%
9,661
-41
123
$749K 0.06%
7,933
-49
124
$719K 0.06%
6,299
-162
125
$688K 0.05%
18,144
+2,791
3 4
5
6 7