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
$548M
AUM Growth
+$2.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
161
New
Increased
Reduced
Closed

Top Buys

1
+$503K
2
+$486K
3
+$468K
4
PEP icon
PepsiCo
PEP
+$445K
5
GE icon
GE Aerospace
GE
+$442K

Top Sells

1
+$564K
2
+$261K
3
+$246K
4
DRTX
DURATA THERAPEUTICS INC COM STK (DE)
DRTX
+$221K
5
HES
Hess
HES
+$219K

Sector Composition

1 Technology 13.74%
2 Industrials 12.73%
3 Healthcare 11.56%
4 Consumer Staples 10.82%
5 Energy 10.45%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16.3M 2.97%
173,109
+3,060
2
$16M 2.93%
150,427
-211
3
$14.7M 2.68%
175,631
+99
4
$13.8M 2.51%
147,893
+4,782
5
$12.7M 2.32%
191,247
+7,319
6
$11.9M 2.18%
225,732
-683
7
$11.3M 2.06%
217,095
+171
8
$11.2M 2.04%
321,291
-290
9
$10.8M 1.96%
59,254
+118
10
$10.7M 1.96%
231,513
+883
11
$10.5M 1.92%
88,278
+1,705
12
$10.2M 1.85%
175,802
-281
13
$10.1M 1.84%
400,804
-1,748
14
$10M 1.83%
252,241
+9,478
15
$10M 1.83%
81,622
+3,598
16
$9.54M 1.74%
138,083
+1,523
17
$9.4M 1.72%
343,610
+17,125
18
$9.06M 1.65%
65,584
-401
19
$8.95M 1.63%
75,564
-2,078
20
$8.85M 1.62%
79,313
+367
21
$8.74M 1.6%
92,177
+337
22
$8.32M 1.52%
114,039
+1,737
23
$8.3M 1.52%
98,340
-451
24
$7.93M 1.45%
72,561
+3,540
25
$7.78M 1.42%
70,094
+861
1
2 3 4 5