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
$1.25B
AUM Growth
+$162M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$2.73M
2
+$2.37M
3
+$1.46M
4
APD icon
Air Products & Chemicals
APD
+$1.24M
5
SPGI icon
S&P Global
SPGI
+$1.15M

Top Sells

1
+$2.44M
2
+$861K
3
+$817K
4
AAPL icon
Apple
AAPL
+$623K
5
BMY icon
Bristol-Myers Squibb
BMY
+$562K

Sector Composition

1 Technology 21.62%
2 Industrials 10.55%
3 Financials 10.26%
4 Healthcare 9.63%
5 Consumer Staples 9.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$672K 0.05%
5,685
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127
$663K 0.05%
1,192
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134
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135
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136
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137
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138
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140
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141
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145
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146
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147
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12,928
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148
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6,144
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149
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150
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