KCM

Kanawha Capital Management Portfolio holdings

AUM $1.45B
1-Year Est. Return 16.8%
This Quarter Est. Return
1 Year Est. Return
+16.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$683M
AUM Growth
+$29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$3.17M
2
+$588K
3
+$434K
4
WMT icon
Walmart
WMT
+$229K
5
MDT icon
Medtronic
MDT
+$228K

Top Sells

1
+$9.87M
2
+$1.47M
3
+$721K
4
APA icon
APA Corp
APA
+$702K
5
MO icon
Altria Group
MO
+$684K

Sector Composition

1 Technology 13.84%
2 Healthcare 13%
3 Industrials 12.67%
4 Financials 12.54%
5 Consumer Staples 9.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$249K 0.04%
2,012
152
$248K 0.04%
2,000
153
$245K 0.04%
2,427
154
$238K 0.03%
3,963
-325
155
$231K 0.03%
12,576
-1,800
156
$229K 0.03%
+6,960
157
$226K 0.03%
+6,214
158
$223K 0.03%
5,700
159
$219K 0.03%
2,170
-50
160
$211K 0.03%
1,804
161
$211K 0.03%
6,660
-3,700
162
$210K 0.03%
2,000
163
$204K 0.03%
+692
164
$100K 0.01%
4,213
-1,187
165
– –
-30,783
166
– –
-3,694
167
– –
-3,675
3 4 5 6
7