KCM

Kanawha Capital Management Portfolio holdings

AUM $1.45B
1-Year Est. Return 16.8%
This Quarter Est. Return
1 Year Est. Return
+16.8%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$718M
AUM Growth
+$47.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$645K
2
+$348K
3
+$345K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$330K
5
IBM icon
IBM
IBM
+$273K

Top Sells

1
+$580K
2
+$334K
3
+$324K
4
LOW icon
Lowe's Companies
LOW
+$305K
5
AAPL icon
Apple
AAPL
+$288K

Sector Composition

1 Technology 15.95%
2 Healthcare 13.39%
3 Industrials 11.93%
4 Financials 11.81%
5 Consumer Staples 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11M 1.53%
209,294
+750
27
$10.7M 1.5%
59,492
-3,216
28
$10.7M 1.49%
36,502
-728
29
$9.93M 1.38%
112,562
-1,323
30
$9.55M 1.33%
196,705
-330
31
$9.31M 1.3%
180,638
+520
32
$8.78M 1.22%
164,376
+1,704
33
$8.77M 1.22%
85,857
-205
34
$8.38M 1.17%
53,446
-165
35
$8.15M 1.13%
194,915
+332
36
$7.82M 1.09%
169,244
+895
37
$7.38M 1.03%
139,810
+1,319
38
$7.27M 1.01%
62,141
+2,972
39
$7.17M 1%
282,731
+13,583
40
$7.16M 1%
93,501
-375
41
$6.94M 0.97%
114,980
+860
42
$6.75M 0.94%
164,710
+30
43
$6.68M 0.93%
46,239
+1,888
44
$6.01M 0.84%
74,517
-1,085
45
$5.9M 0.82%
28,491
-225
46
$5.84M 0.81%
87,220
-500
47
$5.45M 0.76%
55,401
-65
48
$5.39M 0.75%
40,352
+710
49
$5.39M 0.75%
29,283
-123
50
$5.13M 0.71%
39,535
-520
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