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
$546M
AUM Growth
+$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$482K
2
+$325K
3
+$315K
4
GSK icon
GSK
GSK
+$299K
5
CB
CHUBB CORPORATION
CB
+$264K

Top Sells

1
+$611K
2
+$519K
3
+$419K
4
AAPL icon
Apple
AAPL
+$407K
5
WFC icon
Wells Fargo
WFC
+$360K

Sector Composition

1 Industrials 13.07%
2 Technology 12.91%
3 Healthcare 11.64%
4 Energy 11.59%
5 Consumer Staples 10.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$330K 0.06%
6,500
127
$326K 0.06%
6,763
+25
128
$325K 0.06%
+8,984
129
$323K 0.06%
4,215
-150
130
$310K 0.06%
7,743
131
$300K 0.06%
9,759
-3,700
132
$296K 0.05%
7,566
133
$293K 0.05%
19,090
-39,814
134
$288K 0.05%
4,600
135
$277K 0.05%
4,000
136
$276K 0.05%
4,531
-100
137
$272K 0.05%
3,348
138
$268K 0.05%
2,577
+148
139
$266K 0.05%
2,000
140
$251K 0.05%
4,638
-115
141
$249K 0.05%
+5,235
142
$244K 0.04%
+4,200
143
$244K 0.04%
2,437
-50
144
$239K 0.04%
2,977
-162
145
$233K 0.04%
1,871
+67
146
$232K 0.04%
2,800
147
$231K 0.04%
4,400
148
$230K 0.04%
3,104
+286
149
$221K 0.04%
13,000
150
$219K 0.04%
+2,210
3 4 5
6
7