KCM

Kanawha Capital Management Portfolio holdings

AUM $1.45B
1-Year Est. Return 20.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.04%
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
+$3.18M
2
+$580K
3
+$423K
4
MDT icon
Medtronic
MDT
+$226K
5
WMT icon
Walmart Inc
WMT
+$213K

Top Sells

1
+$9.87M
2
+$1.68M
3
+$727K
4
APA icon
APA Corp
APA
+$700K
5
MO icon
Altria Group
MO
+$642K

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%
11,034
+3,220
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%
13,958
+1
140
$293K 0.04%
3,931
141
$288K 0.04%
5,844
+400
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