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
$662M
AUM Growth
-$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$1.19M
2
+$823K
3
+$611K
4
APA icon
APA Corp
APA
+$463K
5
IBM icon
IBM
IBM
+$453K

Top Sells

1
+$367K
2
+$323K
3
+$224K
4
WFC icon
Wells Fargo
WFC
+$222K
5
LOW icon
Lowe's Companies
LOW
+$221K

Sector Composition

1 Technology 14.72%
2 Healthcare 13%
3 Financials 12.7%
4 Industrials 12.57%
5 Consumer Staples 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$435K 0.07%
8,428
127
$423K 0.06%
5,475
-800
128
$398K 0.06%
4,660
+60
129
$396K 0.06%
3,741
130
$371K 0.06%
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-40
131
$366K 0.06%
2,601
-50
132
$349K 0.05%
4,510
+294
133
$341K 0.05%
8,170
134
$341K 0.05%
2,360
135
$339K 0.05%
4,568
-5
136
$311K 0.05%
17,712
-1,700
137
$310K 0.05%
10,346
+254
138
$310K 0.05%
2,500
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139
$309K 0.05%
4,960
140
$306K 0.05%
13,958
141
$295K 0.04%
6,554
142
$295K 0.04%
5,834
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143
$272K 0.04%
3,931
144
$271K 0.04%
2,917
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145
$264K 0.04%
2,400
146
$263K 0.04%
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147
$261K 0.04%
4,234
+350
148
$253K 0.04%
2,012
149
$251K 0.04%
2,000
150
$251K 0.04%
3,460
3 4 5
6
7