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
$1.09B
AUM Growth
+$43.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
210
New
Increased
Reduced
Closed

Top Buys

1
+$1.07M
2
+$557K
3
+$556K
4
BLK icon
Blackrock
BLK
+$336K
5
USB icon
US Bancorp
USB
+$335K

Top Sells

1
+$1.96M
2
+$714K
3
+$495K
4
LOW icon
Lowe's Companies
LOW
+$402K
5
T icon
AT&T
T
+$294K

Sector Composition

1 Technology 23.05%
2 Healthcare 11.24%
3 Industrials 10.79%
4 Consumer Staples 9.85%
5 Consumer Discretionary 9.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$76.3M 7.02%
224,014
-287
2
$68M 6.26%
350,764
-959
3
$41M 3.77%
181,635
-1,780
4
$27.1M 2.49%
178,281
-266
5
$26.2M 2.41%
158,476
+245
6
$26.2M 2.41%
119,021
-187
7
$25.7M 2.36%
86,019
+22
8
$23.9M 2.2%
201,088
-1,093
9
$23.8M 2.19%
53,375
+1,248
10
$23.8M 2.19%
69,760
+78
11
$23.7M 2.18%
128,076
-377
12
$22.5M 2.07%
90,018
-14
13
$21.9M 2.01%
82,876
-124
14
$21.4M 1.97%
408,825
+1,830
15
$20.5M 1.88%
151,831
-300
16
$19.9M 1.83%
182,237
+564
17
$19.4M 1.78%
175,740
+693
18
$19.3M 1.78%
133,020
+348
19
$17.3M 1.59%
110,207
-391
20
$17.2M 1.58%
371,772
+168
21
$15.8M 1.45%
304,992
+598
22
$15.6M 1.43%
130,184
+2,127
23
$15.1M 1.39%
141,125
-2,143
24
$14.8M 1.36%
151,435
+800
25
$14.5M 1.33%
109,938
-980
1
2 3 4 5