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
$642M
AUM Growth
+$14M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$842K
2
+$575K
3
+$356K
4
IWM icon
iShares Russell 2000 ETF
IWM
+$283K
5
COF icon
Capital One
COF
+$282K

Top Sells

1
+$320K
2
+$302K
3
+$263K
4
AAPL icon
Apple
AAPL
+$262K
5
BCR
CR Bard Inc.
BCR
+$251K

Sector Composition

1 Industrials 12.85%
2 Technology 12.76%
3 Healthcare 12.38%
4 Financials 12.24%
5 Consumer Staples 10.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$19.2M 2.99%
144,981
-644
2
$17M 2.65%
219,438
-1,028
3
$16.3M 2.54%
236,617
-965
4
$15.7M 2.45%
180,323
-1,189
5
$15.5M 2.41%
134,056
-1,527
6
$15.4M 2.4%
200,583
-1,678
7
$14M 2.18%
388,968
-7,288
8
$13.7M 2.13%
169,629
-2,459
9
$13M 2.02%
84,647
-4
10
$12.7M 1.97%
72,772
-302
11
$12.6M 1.96%
164,549
+527
12
$12.5M 1.96%
87,582
-1,185
13
$12.5M 1.94%
358,555
+10,235
14
$12.4M 1.93%
64,902
-1,681
15
$12.2M 1.9%
167,968
-4,162
16
$12.1M 1.89%
71,517
-209
17
$12.1M 1.89%
218,400
-1,398
18
$11.9M 1.85%
116,148
+947
19
$11.5M 1.79%
278,546
+13,918
20
$11.2M 1.75%
86,828
-1,658
21
$10.9M 1.7%
77,470
+2,008
22
$10.6M 1.65%
116,125
+830
23
$10.6M 1.65%
179,823
-25
24
$10.5M 1.64%
312,331
+6,222
25
$10.4M 1.61%
99,299
-312
1
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