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
$628M
AUM Growth
+$32.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$897K
2
+$895K
3
+$667K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$573K
5
RY icon
Royal Bank of Canada
RY
+$483K

Top Sells

1
+$498K
2
+$297K
3
+$272K
4
DELL icon
Dell
DELL
+$244K
5
BCR
CR Bard Inc.
BCR
+$227K

Sector Composition

1 Technology 13.11%
2 Industrials 12.76%
3 Financials 12.14%
4 Healthcare 12.04%
5 Consumer Staples 10.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.88M 1.41%
198,652
+1,982
27
$8.12M 1.29%
32,688
-912
28
$8.04M 1.28%
164,871
+1,095
29
$7.99M 1.27%
33,691
+524
30
$7.69M 1.23%
68,683
-343
31
$7.58M 1.21%
169,882
+4,930
32
$7.54M 1.2%
87,070
+1,685
33
$7.53M 1.2%
102,831
+6,460
34
$7.53M 1.2%
169,447
+5,666
35
$7.45M 1.19%
220,534
+9,994
36
$7.43M 1.18%
44,645
+1,527
37
$7.38M 1.18%
235,256
+28,533
38
$7.11M 1.13%
167,543
-605
39
$7.08M 1.13%
137,555
-1,555
40
$6.72M 1.07%
53,603
+328
41
$6.46M 1.03%
117,092
+2,170
42
$6.39M 1.02%
196,804
+2,263
43
$6.25M 1%
157,251
+8,493
44
$6.15M 0.98%
54,249
+3,421
45
$6.14M 0.98%
74,337
+1,955
46
$5.98M 0.95%
99,902
+314
47
$5.62M 0.89%
42,681
+2,085
48
$5.46M 0.87%
40,061
+1,205
49
$5.31M 0.85%
106,613
-708
50
$5.25M 0.84%
65,288
-1,167
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