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
$572M
AUM Growth
-$687K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$1.31M
2
+$947K
3
+$614K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$422K
5
MO icon
Altria Group
MO
+$348K

Top Sells

1
+$251K
2
+$250K
3
+$238K
4
AAPL icon
Apple
AAPL
+$210K
5
LOW icon
Lowe's Companies
LOW
+$201K

Sector Composition

1 Technology 13.07%
2 Industrials 12.91%
3 Healthcare 12.21%
4 Consumer Staples 11.13%
5 Financials 10.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.07M 1.41%
78,391
-502
27
$7.86M 1.37%
156,634
-260
28
$7.73M 1.35%
158,976
+588
29
$7.68M 1.34%
165,817
-665
30
$7.65M 1.34%
196,198
-930
31
$7.29M 1.27%
179,706
+147
32
$7.28M 1.27%
104,953
+4,850
33
$7.18M 1.26%
118,568
-170
34
$7.02M 1.23%
83,277
-575
35
$6.88M 1.2%
168,221
+1,839
36
$6.7M 1.17%
155,184
+1,979
37
$6.52M 1.14%
31,358
+1,249
38
$6.48M 1.13%
196,228
+2,514
39
$6.42M 1.12%
38,391
-205
40
$6.16M 1.08%
141,048
+723
41
$6.12M 1.07%
53,474
+385
42
$5.96M 1.04%
233,345
-2,488
43
$5.79M 1.01%
102,325
+800
44
$5.55M 0.97%
201,704
+1,642
45
$5.5M 0.96%
78,973
-570
46
$5.21M 0.91%
211,301
+4,070
47
$5.02M 0.88%
35,896
-830
48
$4.93M 0.86%
72,676
-807
49
$4.8M 0.84%
108,467
+2,646
50
$4.63M 0.81%
43,263
+50
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