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
$1.25B
AUM Growth
+$162M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
221
New
Increased
Reduced
Closed

Top Buys

1
+$2.73M
2
+$2.37M
3
+$1.46M
4
APD icon
Air Products & Chemicals
APD
+$1.24M
5
SPGI icon
S&P Global
SPGI
+$1.15M

Top Sells

1
+$2.44M
2
+$861K
3
+$817K
4
AAPL icon
Apple
AAPL
+$623K
5
BMY icon
Bristol-Myers Squibb
BMY
+$562K

Sector Composition

1 Technology 21.62%
2 Industrials 10.55%
3 Financials 10.26%
4 Healthcare 9.63%
5 Consumer Staples 9.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$89.4M 7.13%
212,434
-5,788
2
$56.9M 4.54%
331,586
-3,631
3
$44.8M 3.58%
175,998
-677
4
$29.4M 2.35%
69,960
+1,269
5
$29.3M 2.34%
117,176
+2,039
6
$29.1M 2.32%
55,355
-1,638
7
$28.7M 2.29%
177,044
+2,364
8
$26.8M 2.14%
133,846
+1,592
9
$25.9M 2.07%
142,122
+422
10
$25.1M 2.01%
89,166
+3,176
11
$25.1M 2.01%
199,993
+4,258
12
$24.7M 1.97%
406,892
+18,557
13
$24.3M 1.94%
90,592
+1,997
14
$22.8M 1.82%
130,159
+3,344
15
$22.8M 1.82%
143,832
+3,732
16
$22.3M 1.78%
147,986
+18,074
17
$20.9M 1.67%
84,524
+2,772
18
$20.2M 1.61%
177,830
+3,141
19
$18.8M 1.5%
105,969
+2,159
20
$18.3M 1.46%
364,553
+4,428
21
$17.5M 1.4%
110,973
+3,589
22
$17.1M 1.36%
181,427
+3,591
23
$16.5M 1.32%
71,426
+1,274
24
$16M 1.28%
137,961
+2,315
25
$16M 1.28%
76,243
+311
1
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