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
$1.25B
AUM Growth
+$162M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$2.73M
2
+$2.37M
3
+$1.46M
4
APD icon
Air Products & Chemicals
APD
+$1.24M
5
SPGI icon
S&P Global
SPGI
+$1.15M

Top Sells

1
+$2.44M
2
+$861K
3
+$817K
4
AAPL icon
Apple
AAPL
+$623K
5
BMY icon
Bristol-Myers Squibb
BMY
+$562K

Sector Composition

1 Technology 21.62%
2 Industrials 10.55%
3 Financials 10.26%
4 Healthcare 9.63%
5 Consumer Staples 9.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$315K 0.03%
2,500
177
$314K 0.03%
1,615
+105
178
$303K 0.02%
4,013
+225
179
$276K 0.02%
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180
$265K 0.02%
3,794
-192
181
$265K 0.02%
2,709
-1,960
182
$265K 0.02%
5,236
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183
$264K 0.02%
+2,457
184
$260K 0.02%
1,534
185
$252K 0.02%
3,844
+80
186
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850
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187
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188
$250K 0.02%
2,293
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189
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190
$241K 0.02%
2,093
191
$233K 0.02%
2,305
192
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3,996
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193
$231K 0.02%
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194
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195
$230K 0.02%
5,598
196
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3,800
197
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475
198
$225K 0.02%
23,643
+127
199
$219K 0.02%
1,027
-153
200
$215K 0.02%
+3,995
5 6 7
8
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