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
$1.28B
AUM Growth
+$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$1.96M
2
+$1.9M
3
+$1.65M
4
PG icon
Procter & Gamble
PG
+$1.44M
5
QCOM icon
Qualcomm
QCOM
+$1.42M

Top Sells

1
+$998K
2
+$921K
3
+$488K
4
INTC icon
Intel
INTC
+$447K
5
KVUE icon
Kenvue
KVUE
+$409K

Sector Composition

1 Technology 23.62%
2 Financials 10.21%
3 Industrials 10.03%
4 Consumer Staples 9.38%
5 Healthcare 9.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$801K 0.06%
10,230
+569
127
$768K 0.06%
3,778
-9
128
$755K 0.06%
6,196
-300
129
$748K 0.06%
1,468
+186
130
$729K 0.06%
18,332
+188
131
$727K 0.06%
5,313
+1,248
132
$717K 0.06%
7,864
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133
$679K 0.05%
5,614
+324
134
$678K 0.05%
3,153
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135
$670K 0.05%
2,917
+1,253
136
$665K 0.05%
1,242
+50
137
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6,499
-12
138
$631K 0.05%
5,561
-124
139
$627K 0.05%
8,545
+2,401
140
$621K 0.05%
5,500
141
$611K 0.05%
1,099
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142
$592K 0.05%
2,212
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143
$582K 0.05%
12,880
144
$566K 0.04%
6,339
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145
$558K 0.04%
6,882
+194
146
$552K 0.04%
1,096
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147
$546K 0.04%
4,000
148
$529K 0.04%
3,512
149
$522K 0.04%
176
150
$518K 0.04%
3,911
-50
4 5
6
7 8