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
$662M
AUM Growth
-$21.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$1.09M
2
+$745K
3
+$552K
4
APA icon
APA Corp
APA
+$442K
5
IBM icon
IBM
IBM
+$439K

Top Sells

1
+$317K
2
+$315K
3
+$211K
4
LOW icon
Lowe's Companies
LOW
+$204K
5
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$201K

Sector Composition

1 Technology 14.72%
2 Healthcare 13%
3 Financials 12.7%
4 Industrials 12.57%
5 Consumer Staples 9.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$21.5M 3.25%
235,685
-190
2
$18.7M 2.82%
212,997
-2,330
3
$18.4M 2.79%
143,974
+995
4
$16.6M 2.51%
78,711
-557
5
$16.3M 2.47%
313,850
-1,679
6
$15.8M 2.39%
199,453
-362
7
$15.3M 2.32%
365,880
-7,512
8
$15M 2.27%
158,551
-3,344
9
$14.4M 2.18%
132,043
-478
10
$14.2M 2.15%
179,141
-846
11
$14.1M 2.13%
70,685
-367
12
$13.5M 2.04%
86,261
+183
13
$13.5M 2.04%
359,905
+100
14
$13.4M 2.02%
72,948
+658
15
$13M 1.96%
114,237
-864
16
$12.9M 1.95%
82,566
-256
17
$12.9M 1.95%
291,750
+3,021
18
$12.4M 1.88%
113,191
-1,567
19
$12M 1.81%
78,793
+365
20
$11.8M 1.78%
157,730
+869
21
$11.7M 1.76%
175,646
-1,892
22
$11.2M 1.69%
98,304
+802
23
$11M 1.66%
209,154
-3,729
24
$10.8M 1.64%
160,681
+16,151
25
$10.3M 1.55%
197,675
-2,386
1
2 3 4 5