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
$1.28B
AUM Growth
+$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
231
New
Increased
Reduced
Closed

Top Buys

1
+$1.96M
2
+$1.9M
3
+$1.65M
4
PG icon
Procter & Gamble
PG
+$1.44M
5
QCOM icon
Qualcomm
QCOM
+$1.42M

Top Sells

1
+$998K
2
+$921K
3
+$488K
4
INTC icon
Intel
INTC
+$447K
5
KVUE icon
Kenvue
KVUE
+$409K

Sector Composition

1 Technology 23.62%
2 Financials 10.21%
3 Industrials 10.03%
4 Consumer Staples 9.38%
5 Healthcare 9.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$96.6M 7.56%
216,136
+3,702
2
$71.7M 5.61%
340,586
+9,000
3
$38.9M 3.04%
176,354
+356
4
$30.9M 2.42%
56,511
+1,156
5
$30.6M 2.4%
185,801
+8,757
6
$30.4M 2.38%
74,771
+4,811
7
$29M 2.27%
205,363
+5,370
8
$28.3M 2.21%
118,359
+1,183
9
$27.7M 2.17%
136,831
+2,985
10
$27.6M 2.16%
151,603
+3,617
11
$25.5M 2%
148,846
+6,724
12
$23.5M 1.84%
401,301
-5,591
13
$23.1M 1.81%
90,805
+1,639
14
$21.7M 1.7%
91,653
+1,061
15
$21.7M 1.7%
131,435
+1,276
16
$21.6M 1.69%
147,583
+3,751
17
$20.3M 1.59%
86,677
+2,153
18
$19.3M 1.51%
186,172
+8,342
19
$17.9M 1.4%
114,697
+3,724
20
$17.7M 1.38%
357,590
-6,963
21
$17.3M 1.36%
86,949
+7,112
22
$17M 1.33%
71,421
-5
23
$16.9M 1.32%
146,564
+8,603
24
$16.7M 1.31%
166,618
+7,167
25
$16.1M 1.26%
108,949
+2,980
1
2 3 4 5