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
$595M
AUM Growth
-$1.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$1.63M
2
+$658K
3
+$385K
4
BMY icon
Bristol-Myers Squibb
BMY
+$285K
5
PSX icon
Phillips 66
PSX
+$210K

Top Sells

1
+$736K
2
+$676K
3
+$631K
4
LOW icon
Lowe's Companies
LOW
+$613K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$569K

Sector Composition

1 Industrials 13%
2 Technology 12.7%
3 Financials 12.58%
4 Healthcare 11.81%
5 Consumer Staples 10.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$386K 0.06%
6,500
127
$385K 0.06%
+13,703
128
$379K 0.06%
3,782
129
$378K 0.06%
2,626
130
$359K 0.06%
4,623
+13
131
$356K 0.06%
3,439
+14
132
$347K 0.06%
12,000
133
$345K 0.06%
4,600
134
$344K 0.06%
11,980
+400
135
$342K 0.06%
3,973
+5
136
$339K 0.06%
4,497
-925
137
$331K 0.06%
2,071
138
$305K 0.05%
2,835
139
$292K 0.05%
19,650
-859
140
$292K 0.05%
7,523
-2,297
141
$286K 0.05%
23,844
-18,000
142
$285K 0.05%
4,136
-1,406
143
$272K 0.05%
2,354
144
$259K 0.04%
2,210
145
$256K 0.04%
2,000
-8
146
$256K 0.04%
4,108
-3,190
147
$255K 0.04%
4,184
148
$255K 0.04%
4,032
-2,063
149
$253K 0.04%
2,400
150
$245K 0.04%
7,600
3 4 5
6
7