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
+$56.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$1.43M
2
+$1.18M
3
+$1.02M
4
APH icon
Amphenol
APH
+$496K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$463K

Top Sells

1
+$2.36M
2
+$2.22M
3
+$1.87M
4
DIS icon
Walt Disney
DIS
+$1.49M
5
ABBV icon
AbbVie
ABBV
+$1.39M

Sector Composition

1 Technology 23.72%
2 Industrials 10.91%
3 Financials 10.26%
4 Healthcare 10.17%
5 Consumer Staples 9.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$466K 0.04%
5,733
-1,248
152
$463K 0.04%
+4,669
153
$455K 0.04%
176
154
$445K 0.04%
3,277
+375
155
$431K 0.04%
3,512
156
$408K 0.04%
1,674
157
$404K 0.04%
740
158
$394K 0.04%
3,390
159
$388K 0.04%
10,458
-13,725
160
$383K 0.04%
2,879
-206
161
$377K 0.03%
4,905
-704
162
$375K 0.03%
3,645
163
$372K 0.03%
2,976
164
$370K 0.03%
1,953
165
$362K 0.03%
2,508
166
$361K 0.03%
4,665
167
$337K 0.03%
3,340
168
$334K 0.03%
2,233
-24
169
$332K 0.03%
1,842
+18
170
$330K 0.03%
2,765
-545
171
$330K 0.03%
931
+13
172
$324K 0.03%
760
+35
173
$316K 0.03%
2,500
-500
174
$312K 0.03%
1,488
+31
175
$289K 0.03%
3,788
+26
5 6
7
8 9