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
$572M
AUM Growth
+$24.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1 +$1.21M
2 +$565K
3 +$508K
4
XYL icon
Xylem
XYL
+$506K
5
RTX icon
RTX Corp
RTX
+$404K

Top Sells

1 +$1.05M
2 +$806K
3 +$414K
4
KN icon
Knowles
KN
+$241K
5
WMB icon
Williams Companies
WMB
+$238K

Sector Composition

1 Technology 13.6%
2 Industrials 13.18%
3 Healthcare 12.15%
4 Consumer Staples 11.08%
5 Financials 10.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-2,632
152
-6,668
153
-9,084
154
-6,100
155
-4,295
156
-5,235
157
$0 ﹤0.01%
10,075