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
$529M
AUM Growth
+$3.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$563K
2
+$560K
3
+$552K
4
AXP icon
American Express
AXP
+$453K
5
KN icon
Knowles
KN
+$425K

Top Sells

1
+$1.23M
2
+$686K
3
+$391K
4
XOM icon
Exxon Mobil
XOM
+$336K
5
COF icon
Capital One
COF
+$237K

Sector Composition

1 Industrials 13.15%
2 Technology 12.89%
3 Healthcare 11.64%
4 Energy 10.81%
5 Consumer Staples 10.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$322K 0.06%
1,285
127
$319K 0.06%
4,365
-105
128
$314K 0.06%
6,500
129
$308K 0.06%
7,743
130
$305K 0.06%
6,738
+2,425
131
$271K 0.05%
4,631
-60
132
$263K 0.05%
4,600
133
$262K 0.05%
7,566
134
$262K 0.05%
2,000
135
$262K 0.05%
4,000
136
$255K 0.05%
3,348
137
$249K 0.05%
4,753
-155
138
$242K 0.05%
3,139
139
$238K 0.04%
2,429
140
$232K 0.04%
+4,400
141
$222K 0.04%
9,000
-664
142
$221K 0.04%
2,487
-35
143
$214K 0.04%
2,800
144
$213K 0.04%
3,760
145
$209K 0.04%
3,732
-184
146
$205K 0.04%
1,804
147
$202K 0.04%
4,200
-14,273
148
$201K 0.04%
2,818
-376
149
$175K 0.03%
13,000
+2,000
150
$146K 0.03%
10,600
3 4 5
6
7