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
$566M
AUM Growth
-$5.38M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$1.34M
2
+$926K
3
+$657K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$552K
5
COF icon
Capital One
COF
+$492K

Top Sells

1
+$2.53M
2
+$378K
3
+$356K
4
KO icon
Coca-Cola
KO
+$230K
5
AVNS icon
Avanos Medical
AVNS
+$225K

Sector Composition

1 Healthcare 12.69%
2 Technology 12.68%
3 Industrials 12.56%
4 Financials 10.92%
5 Consumer Staples 10.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$14.9M 2.62%
221,940
-476
2
$14.8M 2.61%
177,759
+721
3
$14.2M 2.51%
145,928
-1,353
4
$14.1M 2.49%
180,130
+2,911
5
$13.5M 2.39%
193,937
-1,442
6
$13.5M 2.38%
144,422
-909
7
$12.3M 2.17%
392,652
+1,724
8
$12.3M 2.17%
218,196
+1,160
9
$11.9M 2.1%
176,611
+250
10
$11.4M 2.01%
286,668
+23,351
11
$10.9M 1.93%
365,035
+10,150
12
$10.8M 1.91%
84,855
+686
13
$10.3M 1.82%
233,238
-15
14
$10.2M 1.8%
152,702
-140
15
$9.79M 1.73%
322,059
-631
16
$9.74M 1.72%
70,465
+448
17
$9.68M 1.71%
77,501
+835
18
$9.6M 1.7%
74,407
-977
19
$9.08M 1.6%
66,709
+510
20
$8.82M 1.56%
91,407
+499
21
$8.77M 1.55%
95,526
-205
22
$8.54M 1.51%
104,607
-70
23
$8.37M 1.48%
155,000
-1,634
24
$8.34M 1.47%
87,711
-3,981
25
$8.21M 1.45%
102,329
+212
1
2 3 4 5