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
$529M
AUM Growth
+$3.97M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$563K
2
+$560K
3
+$552K
4
AXP icon
American Express
AXP
+$453K
5
KN icon
Knowles
KN
+$425K

Top Sells

1
+$1.23M
2
+$686K
3
+$391K
4
XOM icon
Exxon Mobil
XOM
+$336K
5
COF icon
Capital One
COF
+$237K

Sector Composition

1 Industrials 13.15%
2 Technology 12.89%
3 Healthcare 11.64%
4 Energy 10.81%
5 Consumer Staples 10.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16.7M 3.16%
171,080
-3,439
2
$14.8M 2.8%
151,155
-1,831
3
$14.4M 2.71%
178,184
-2,247
4
$13.6M 2.56%
184,313
-5,323
5
$12.2M 2.31%
146,282
-2,805
6
$11.1M 2.1%
223,776
-2,901
7
$11.1M 2.1%
227,350
-2,000
8
$10.8M 2.04%
58,628
-544
9
$10.3M 1.95%
86,630
-752
10
$10M 1.89%
242,236
+2,580
11
$9.91M 1.87%
139,568
-1,685
12
$9.75M 1.84%
78,553
-636
13
$9.54M 1.8%
232,713
-1,925
14
$9.17M 1.73%
93,500
-1,295
15
$9.04M 1.71%
175,923
-873
16
$9.04M 1.71%
328,785
-75
17
$8.86M 1.67%
78,118
-297
18
$8.58M 1.62%
332,465
-2,698
19
$8.42M 1.59%
67,403
20
$8.3M 1.57%
102,112
-1,475
21
$8.07M 1.52%
70,668
-358
22
$8.05M 1.52%
420,084
+4,256
23
$7.97M 1.51%
68,531
-1,130
24
$7.86M 1.48%
80,852
-2,248
25
$7.57M 1.43%
188,411
+5,518
1
2 3 4 5