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
$546M
AUM Growth
+$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$482K
2
+$325K
3
+$315K
4
GSK icon
GSK
GSK
+$299K
5
CB
CHUBB CORPORATION
CB
+$264K

Top Sells

1
+$611K
2
+$519K
3
+$419K
4
AAPL icon
Apple
AAPL
+$407K
5
WFC icon
Wells Fargo
WFC
+$360K

Sector Composition

1 Industrials 13.07%
2 Technology 12.91%
3 Healthcare 11.64%
4 Energy 11.59%
5 Consumer Staples 10.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$17.1M 3.14%
170,049
-1,031
2
$15.8M 2.89%
150,638
-517
3
$13.8M 2.53%
175,532
-2,652
4
$13.4M 2.45%
183,928
-385
5
$12.8M 2.34%
143,111
-3,171
6
$11.4M 2.09%
216,924
-6,852
7
$11.3M 2.07%
86,573
-57
8
$10.9M 1.99%
226,415
-935
9
$10.3M 1.89%
242,763
+527
10
$10.2M 1.88%
59,136
+508
11
$9.94M 1.82%
176,083
+160
12
$9.94M 1.82%
321,581
-10,884
13
$9.83M 1.8%
78,024
-529
14
$9.77M 1.79%
136,560
-3,008
15
$9.62M 1.76%
230,630
-2,083
16
$9.35M 1.71%
402,552
-17,532
17
$9.34M 1.71%
326,485
-2,300
18
$9.3M 1.7%
77,642
-476
19
$9.25M 1.7%
91,840
-1,660
20
$8.65M 1.59%
98,791
-3,321
21
$8.35M 1.53%
65,985
-1,418
22
$8.2M 1.5%
69,021
+490
23
$8.13M 1.49%
78,946
-1,906
24
$7.99M 1.46%
69,233
-1,435
25
$7.95M 1.46%
184,223
+1,040
1
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