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
+$56.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$1.43M
2
+$1.18M
3
+$1.02M
4
APH icon
Amphenol
APH
+$496K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$463K

Top Sells

1
+$2.36M
2
+$2.22M
3
+$1.87M
4
DIS icon
Walt Disney
DIS
+$1.49M
5
ABBV icon
AbbVie
ABBV
+$1.39M

Sector Composition

1 Technology 23.72%
2 Industrials 10.91%
3 Financials 10.26%
4 Healthcare 10.17%
5 Consumer Staples 9.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$712K 0.07%
3,737
127
$669K 0.06%
7,982
+86
128
$667K 0.06%
4,617
129
$654K 0.06%
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130
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3,973
+11
131
$619K 0.06%
5,279
-18
132
$616K 0.06%
6,343
-64
133
$615K 0.06%
24,228
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134
$607K 0.06%
7,361
+2,638
135
$589K 0.05%
988
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136
$556K 0.05%
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137
$552K 0.05%
12,880
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138
$541K 0.05%
1,067
139
$537K 0.05%
4,713
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140
$531K 0.05%
4,061
141
$528K 0.05%
6,880
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142
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143
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2,179
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144
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15,353
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145
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146
$494K 0.05%
6,461
-60
147
$492K 0.05%
13,888
-271
148
$490K 0.05%
5,575
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149
$481K 0.04%
2,966
-150
150
$475K 0.04%
2,485
-45
4 5
6
7 8