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
$572M
AUM Growth
+$24.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
159
New
Increased
Reduced
Closed

Top Buys

1
+$1.21M
2
+$565K
3
+$508K
4
XYL icon
Xylem
XYL
+$506K
5
RTX icon
RTX Corp
RTX
+$404K

Top Sells

1
+$1.05M
2
+$806K
3
+$414K
4
KN icon
Knowles
KN
+$241K
5
WMB icon
Williams Companies
WMB
+$238K

Sector Composition

1 Technology 13.6%
2 Industrials 13.18%
3 Healthcare 12.15%
4 Consumer Staples 11.08%
5 Financials 10.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16.1M 2.81%
176,869
+1,238
2
$16.1M 2.81%
174,170
+1,061
3
$15.6M 2.72%
148,736
-1,691
4
$15.5M 2.71%
225,123
-609
5
$14.2M 2.49%
196,829
+5,582
6
$14M 2.44%
147,961
+68
7
$11.9M 2.08%
217,484
+389
8
$11.7M 2.04%
321,551
+260
9
$11.5M 2.01%
175,521
-281
10
$11M 1.92%
397,684
-3,120
11
$10.8M 1.88%
231,783
+270
12
$10.7M 1.87%
139,473
+1,390
13
$10.5M 1.83%
76,129
+565
14
$10.1M 1.77%
90,142
+1,864
15
$10.1M 1.76%
348,760
+5,150
16
$9.98M 1.74%
66,489
+905
17
$9.9M 1.73%
81,792
+170
18
$9.59M 1.68%
70,611
+517
19
$9.57M 1.67%
252,717
+476
20
$9.3M 1.62%
98,181
-159
21
$9.02M 1.58%
58,835
-419
22
$8.98M 1.57%
75,041
+2,480
23
$8.65M 1.51%
78,893
-420
24
$8.61M 1.5%
91,832
-345
25
$8.46M 1.48%
101,447
-12,592
1
2 3 4 5