KCM

Kanawha Capital Management Portfolio holdings

AUM $1.45B
1-Year Est. Return 16.8%
This Quarter Est. Return
1 Year Est. Return
+16.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$683M
AUM Growth
+$29M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
170
New
Increased
Reduced
Closed

Top Buys

1
+$3.17M
2
+$588K
3
+$434K
4
WMT icon
Walmart
WMT
+$229K
5
MDT icon
Medtronic
MDT
+$228K

Top Sells

1
+$9.87M
2
+$1.47M
3
+$721K
4
APA icon
APA Corp
APA
+$702K
5
MO icon
Altria Group
MO
+$684K

Sector Composition

1 Technology 13.84%
2 Healthcare 13%
3 Industrials 12.67%
4 Financials 12.54%
5 Consumer Staples 9.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$20.2M 2.95%
235,875
+483
2
$20M 2.93%
215,327
-3,151
3
$20M 2.92%
142,979
-497
4
$16.6M 2.42%
79,268
+15,171
5
$16.5M 2.42%
179,987
+894
6
$16M 2.35%
199,815
+518
7
$15.9M 2.33%
132,521
+291
8
$15.8M 2.31%
373,392
-11,828
9
$15.7M 2.29%
161,895
-2,167
10
$14.6M 2.13%
315,529
+468
11
$14.4M 2.1%
86,078
-645
12
$14.3M 2.09%
82,822
-345
13
$14.2M 2.08%
72,290
-310
14
$14.1M 2.06%
71,052
-183
15
$13.7M 2%
359,805
-2,700
16
$13.5M 1.97%
115,101
+238
17
$13.1M 1.92%
156,861
-7,692
18
$13M 1.9%
288,729
+4,662
19
$12.9M 1.89%
212,883
-2,050
20
$12.3M 1.8%
114,758
-397
21
$12.2M 1.79%
97,502
-285
22
$12M 1.75%
78,428
-445
23
$11.7M 1.71%
144,530
+776
24
$11.1M 1.63%
177,538
-1,037
25
$9.95M 1.46%
200,061
+2,049
1
2 3 4 5