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
$517M
AUM Growth
-$49M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
164
New
Increased
Reduced
Closed

Top Buys

1
+$1.93M
2
+$1.21M
3
+$655K
4
BLK icon
Blackrock
BLK
+$430K
5
KHC icon
Kraft Heinz
KHC
+$420K

Top Sells

1
+$2.25M
2
+$512K
3
+$498K
4
VV icon
Vanguard Large-Cap ETF
VV
+$451K
5
AAPL icon
Apple
AAPL
+$423K

Sector Composition

1 Technology 12.93%
2 Healthcare 12.37%
3 Consumer Staples 11.78%
4 Industrials 11.76%
5 Financials 11.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$15.1M 2.92%
218,890
-3,050
2
$13.6M 2.63%
144,355
-67
3
$13.6M 2.62%
145,348
-580
4
$13.2M 2.54%
176,921
-838
5
$13.1M 2.53%
181,809
+1,679
6
$11.1M 2.14%
215,972
-2,224
7
$11.1M 2.14%
197,711
+3,774
8
$10.6M 2.05%
150,838
-1,864
9
$10.4M 2.01%
377,328
-15,324
10
$10.4M 2%
234,130
+892
11
$10.3M 1.99%
85,069
+214
12
$10M 1.94%
281,571
-5,097
13
$9.85M 1.9%
360,435
-4,600
14
$9.71M 1.88%
322,156
+97
15
$9.59M 1.85%
176,271
-340
16
$9.35M 1.81%
71,735
+5,026
17
$9.22M 1.78%
149,900
-5,100
18
$8.94M 1.73%
69,045
-1,420
19
$8.79M 1.7%
74,189
-218
20
$8.65M 1.67%
87,759
+48
21
$8.52M 1.65%
106,024
+3,695
22
$8.35M 1.61%
76,416
-1,085
23
$8.19M 1.58%
104,132
-475
24
$7.88M 1.52%
95,742
+216
25
$7.28M 1.41%
119,443
+110
1
2 3 4 5