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
+$43.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$1.07M
2
+$557K
3
+$556K
4
BLK icon
Blackrock
BLK
+$336K
5
USB icon
US Bancorp
USB
+$335K

Top Sells

1
+$1.96M
2
+$714K
3
+$495K
4
LOW icon
Lowe's Companies
LOW
+$402K
5
T icon
AT&T
T
+$294K

Sector Composition

1 Technology 23.05%
2 Healthcare 11.24%
3 Industrials 10.79%
4 Consumer Staples 9.85%
5 Consumer Discretionary 9.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$439K 0.04%
176
152
$432K 0.04%
8,927
-705
153
$407K 0.04%
3,798
154
$402K 0.04%
5,622
-6,931
155
$377K 0.03%
1,510
156
$374K 0.03%
3,502
-325
157
$374K 0.03%
2,942
+40
158
$372K 0.03%
3,390
159
$371K 0.03%
1,974
+17
160
$365K 0.03%
3,351
161
$365K 0.03%
2,976
162
$361K 0.03%
6,666
-240
163
$360K 0.03%
1,271
164
$355K 0.03%
3,285
165
$353K 0.03%
3,645
166
$348K 0.03%
1,000
167
$346K 0.03%
4,506
168
$343K 0.03%
1,674
169
$341K 0.03%
2,508
170
$340K 0.03%
2,292
171
$337K 0.03%
3,340
172
$330K 0.03%
4,723
-50
173
$325K 0.03%
2,231
-133
174
$320K 0.03%
3,667
-200
175
$313K 0.03%
3,849
+57
5 6
7
8 9