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
$517M
AUM Growth
-$49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$1.93M
2
+$1.21M
3
+$655K
4
BLK icon
Blackrock
BLK
+$430K
5
KHC icon
Kraft Heinz
KHC
+$420K

Top Sells

1
+$2.25M
2
+$512K
3
+$498K
4
VV icon
Vanguard Large-Cap ETF
VV
+$451K
5
AAPL icon
Apple
AAPL
+$423K

Sector Composition

1 Technology 12.93%
2 Healthcare 12.37%
3 Consumer Staples 11.78%
4 Industrials 11.76%
5 Financials 11.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$310K 0.06%
3,370
+13
127
$305K 0.06%
34,044
128
$293K 0.06%
9,000
129
$291K 0.06%
3,289
130
$281K 0.05%
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131
$280K 0.05%
4,231
-110
132
$276K 0.05%
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133
$269K 0.05%
8,045
-1,100
134
$261K 0.05%
4,262
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135
$257K 0.05%
12,000
136
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6,500
137
$248K 0.05%
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138
$245K 0.05%
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139
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140
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141
$234K 0.05%
4,600
142
$231K 0.04%
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143
$230K 0.04%
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144
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2,000
145
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146
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147
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148
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4,614
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149
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2,850
-655
150
$207K 0.04%
2,787
-30
3 4 5
6
7