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
$1.27B
AUM Growth
-$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
234
New
Increased
Reduced
Closed

Top Buys

1
+$1.01M
2
+$947K
3
+$934K
4
WMT icon
Walmart
WMT
+$849K
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$629K

Top Sells

1
+$1.1M
2
+$1.07M
3
+$782K
4
PFE icon
Pfizer
PFE
+$767K
5
INTC icon
Intel
INTC
+$658K

Sector Composition

1 Technology 24.72%
2 Financials 11.87%
3 Industrials 10.94%
4 Consumer Staples 9.13%
5 Healthcare 8.78%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$88.1M 6.91%
209,014
-2,608
2
$81.8M 6.41%
326,534
-4,267
3
$42.5M 3.34%
172,405
-1,196
4
$34.1M 2.68%
116,554
-878
5
$33.8M 2.65%
74,627
+239
6
$33.5M 2.63%
201,179
-1,077
7
$32.9M 2.58%
137,360
+50
8
$32.4M 2.54%
55,036
-474
9
$29.9M 2.34%
178,291
-89
10
$29.2M 2.29%
154,155
+1,067
11
$25.6M 2.01%
144,105
+1,673
12
$25.5M 2%
88,048
-990
13
$24.9M 1.96%
400,332
-1,187
14
$23M 1.81%
90,774
+14
15
$21.1M 1.65%
145,859
-418
16
$20.1M 1.58%
177,644
+114
17
$19.7M 1.55%
170,442
+2,661
18
$19.3M 1.52%
127,209
-1,217
19
$18.8M 1.48%
82,964
-3,447
20
$18.2M 1.43%
307,391
+443
21
$17M 1.34%
72,642
+1,024
22
$16.8M 1.32%
350,920
-2,827
23
$16.3M 1.28%
25,629
-77
24
$16.3M 1.28%
73,709
-799
25
$16.2M 1.27%
58,629
+1,488
1
2 3 4 5