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
176
$309K 0.03%
3,310
-15
177
$305K 0.03%
4,665
178
$301K 0.03%
3,995
-300
179
$300K 0.03%
3,142
+68
180
$298K 0.03%
740
-150
181
$294K 0.03%
1,779
-95
182
$294K 0.03%
+2,774
183
$293K 0.03%
744
+60
184
$280K 0.03%
1,347
-13
185
$276K 0.03%
2,784
-87
186
$275K 0.03%
2,186
-135
187
$263K 0.02%
+918
188
$262K 0.02%
4,567
-100
189
$256K 0.02%
600
-10
190
$246K 0.02%
4,894
191
$245K 0.02%
1,500
-100
192
$242K 0.02%
1,620
-56
193
$242K 0.02%
4,545
-4,603
194
$240K 0.02%
7,825
-1,080
195
$240K 0.02%
3,664
-95
196
$235K 0.02%
23,516
197
$230K 0.02%
947
198
$226K 0.02%
5,708
199
$220K 0.02%
2,305
200
$218K 0.02%
1,255
5 6 7
8
9