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
201
$217K 0.02%
4,874
-3,995
202
$217K 0.02%
475
-15
203
$207K 0.02%
+849
204
$203K 0.02%
+1,445
205
$141K 0.01%
11,211
-705
206
-885
207
-1,226