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
201
-7,797
202
-1,000
203
-3,667
204
-2,727
205
-2,086
206
-2,724
207
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208
-2,231
209
-5,047