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
$572M
AUM Growth
+$24.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$1.21M
2
+$565K
3
+$508K
4
XYL icon
Xylem
XYL
+$506K
5
RTX icon
RTX Corp
RTX
+$404K

Top Sells

1
+$1.05M
2
+$806K
3
+$414K
4
KN icon
Knowles
KN
+$241K
5
WMB icon
Williams Companies
WMB
+$238K

Sector Composition

1 Technology 13.6%
2 Industrials 13.18%
3 Healthcare 12.15%
4 Consumer Staples 11.08%
5 Financials 10.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$355K 0.06%
6,654
127
$332K 0.06%
4,197
+1,775
128
$305K 0.05%
3,815
-100
129
$304K 0.05%
6,763
130
$296K 0.05%
6,500
131
$292K 0.05%
4,600
132
$287K 0.05%
4,191
-325
133
$278K 0.05%
3,348
134
$273K 0.05%
7,566
135
$261K 0.05%
3,127
+11
136
$260K 0.05%
4,000
137
$259K 0.05%
2,000
138
$253K 0.04%
4,400
139
$252K 0.04%
2,835
140
$250K 0.04%
2,200
-1,860
141
$249K 0.04%
13,943
-4,636
142
$243K 0.04%
4,288
-330
143
$239K 0.04%
+5,255
144
$239K 0.04%
2,594
145
$238K 0.04%
12,116
146
$235K 0.04%
1,965
-31
147
$228K 0.04%
3,177
148
$212K 0.04%
5,340
149
$202K 0.04%
+2,000
150
– –
-5,235
3 4 5
6
7