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
$595M
AUM Growth
-$1.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$1.63M
2
+$658K
3
+$385K
4
BMY icon
Bristol-Myers Squibb
BMY
+$285K
5
PSX icon
Phillips 66
PSX
+$210K

Top Sells

1
+$736K
2
+$676K
3
+$631K
4
LOW icon
Lowe's Companies
LOW
+$613K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$569K

Sector Composition

1 Industrials 13%
2 Technology 12.7%
3 Financials 12.58%
4 Healthcare 11.81%
5 Consumer Staples 10.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$16.7M 2.81%
145,348
-2,309
2
$15.6M 2.62%
219,188
-8,613
3
$15.4M 2.58%
170,098
-4,210
4
$15.2M 2.55%
180,334
-4,007
5
$14.6M 2.45%
234,962
-4,002
6
$14.2M 2.39%
135,978
-5,253
7
$14M 2.35%
202,335
-3,207
8
$13M 2.18%
85,656
-838
9
$12M 2.02%
218,561
-6,611
10
$11.7M 1.97%
71,937
-1,999
11
$11.7M 1.96%
152,457
-3,485
12
$11.6M 1.95%
401,680
-21,796
13
$11.6M 1.95%
98,682
-2,203
14
$11.5M 1.93%
111,623
-1,943
15
$11.2M 1.88%
338,445
-20,450
16
$11.1M 1.86%
305,625
-6,727
17
$11M 1.85%
90,059
-3,330
18
$11M 1.84%
73,501
-948
19
$10.9M 1.83%
174,255
-4,453
20
$10.8M 1.82%
66,998
-1,179
21
$10.2M 1.72%
84,077
-4,149
22
$9.94M 1.67%
115,216
-3,735
23
$9.91M 1.67%
73,499
-4,178
24
$9.25M 1.55%
196,670
-5,117
25
$9.14M 1.54%
250,048
-15,568
1
2 3 4 5