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
+$56.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
213
New
Increased
Reduced
Closed

Top Buys

1
+$1.43M
2
+$1.18M
3
+$1.02M
4
APH icon
Amphenol
APH
+$496K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$463K

Top Sells

1
+$2.36M
2
+$2.22M
3
+$1.87M
4
DIS icon
Walt Disney
DIS
+$1.49M
5
ABBV icon
AbbVie
ABBV
+$1.39M

Sector Composition

1 Technology 23.72%
2 Industrials 10.91%
3 Financials 10.26%
4 Healthcare 10.17%
5 Consumer Staples 9.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$82.1M 7.53%
218,222
-5,913
2
$64.5M 5.92%
335,217
-12,270
3
$39.3M 3.61%
176,675
-3,943
4
$27.2M 2.5%
56,993
+2,990
5
$26.8M 2.46%
115,137
-3,209
6
$25.6M 2.35%
174,680
-5,298
7
$25.5M 2.34%
85,990
-934
8
$24.5M 2.25%
68,691
-986
9
$23.2M 2.13%
88,595
-2,041
10
$22.5M 2.06%
132,254
-3,533
11
$22M 2.01%
140,100
-742
12
$22M 2.01%
141,700
-8,939
13
$21.5M 1.98%
126,815
-2,055
14
$21.5M 1.97%
388,335
-19,940
15
$20.6M 1.89%
195,735
-8,666
16
$19.9M 1.83%
81,752
-1,086
17
$19.3M 1.77%
177,836
-1,295
18
$19.2M 1.76%
174,689
-8,095
19
$18.1M 1.66%
129,912
-427
20
$17.3M 1.58%
360,125
-13,564
21
$16M 1.47%
107,384
-3,569
22
$15.2M 1.4%
75,932
-715
23
$15.2M 1.39%
300,080
-4,767
24
$14.8M 1.36%
103,810
-4,516
25
$13.9M 1.28%
70,152
+2,045
1
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