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
$683M
AUM Growth
+$29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$3.17M
2
+$588K
3
+$434K
4
WMT icon
Walmart
WMT
+$229K
5
MDT icon
Medtronic
MDT
+$228K

Top Sells

1
+$9.87M
2
+$1.47M
3
+$721K
4
APA icon
APA Corp
APA
+$702K
5
MO icon
Altria Group
MO
+$684K

Sector Composition

1 Technology 13.84%
2 Healthcare 13%
3 Industrials 12.67%
4 Financials 12.54%
5 Consumer Staples 9.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$413K 0.06%
2,651
-1,746
127
$410K 0.06%
4,600
128
$399K 0.06%
5,517
+1,610
129
$389K 0.06%
6,554
130
$386K 0.06%
4,960
-1,034
131
$365K 0.05%
2,360
+150
132
$355K 0.05%
4,216
-212
133
$350K 0.05%
8,170
-3,289
134
$346K 0.05%
4,573
+70
135
$334K 0.05%
2,494
-25
136
$331K 0.05%
2,592
-1,394
137
$329K 0.05%
4,032
138
$298K 0.04%
10,092
-210
139
$293K 0.04%
3,931
140
$293K 0.04%
13,958
+1
141
$288K 0.04%
2,922
+200
142
$283K 0.04%
3,972
-330
143
$280K 0.04%
5,250
-345
144
$279K 0.04%
19,412
-4,736
145
$268K 0.04%
2,400
146
$264K 0.04%
3,884
-300
147
$260K 0.04%
3,460
148
$257K 0.04%
1,030
149
$255K 0.04%
1,640
-25
150
$254K 0.04%
5,064
-265
3 4 5
6
7