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
$1.09B
AUM Growth
+$43.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$1.07M
2
+$557K
3
+$556K
4
BLK icon
Blackrock
BLK
+$336K
5
USB icon
US Bancorp
USB
+$335K

Top Sells

1
+$1.96M
2
+$714K
3
+$495K
4
LOW icon
Lowe's Companies
LOW
+$402K
5
T icon
AT&T
T
+$294K

Sector Composition

1 Technology 23.05%
2 Healthcare 11.24%
3 Industrials 10.79%
4 Consumer Staples 9.85%
5 Consumer Discretionary 9.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$669K 0.06%
1,391
-39
127
$664K 0.06%
4,585
128
$653K 0.06%
3,762
+10
129
$638K 0.06%
1,360
+9
130
$633K 0.06%
7,796
131
$630K 0.06%
29,750
-1,000
132
$620K 0.06%
3,900
133
$611K 0.06%
5,397
+183
134
$605K 0.06%
24,996
-3,000
135
$604K 0.06%
2,936
136
$594K 0.05%
4,286
137
$585K 0.05%
6,524
-112
138
$548K 0.05%
13,380
139
$536K 0.05%
7,342
-75
140
$525K 0.05%
1,097
+2
141
$521K 0.05%
2,925
+380
142
$513K 0.05%
1,259
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143
$507K 0.05%
14,359
-75
144
$491K 0.05%
2,230
+161
145
$481K 0.04%
983
146
$477K 0.04%
16,616
+525
147
$476K 0.04%
4,253
148
$475K 0.04%
5,700
149
$443K 0.04%
3,000
150
$442K 0.04%
3,055
-100
4 5
6
7 8