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
$713M
AUM Growth
+$72.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$943K
2
+$594K
3
+$545K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$418K
5
AAPL icon
Apple
AAPL
+$341K

Top Sells

1
+$617K
2
+$439K
3
+$419K
4
LOW icon
Lowe's Companies
LOW
+$350K
5
ADP icon
Automatic Data Processing
ADP
+$330K

Sector Composition

1 Technology 16.06%
2 Healthcare 12.69%
3 Industrials 11.59%
4 Financials 11.06%
5 Consumer Staples 10.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11.6M 1.63%
114,468
-453
27
$11M 1.54%
58,815
-1,244
28
$9.85M 1.38%
203,763
-620
29
$9.8M 1.37%
165,694
+161
30
$9.71M 1.36%
208,750
-431
31
$9.67M 1.36%
180,005
+70
32
$9.39M 1.32%
53,199
-237
33
$8.84M 1.24%
110,092
-148
34
$7.92M 1.11%
168,967
-1,300
35
$7.79M 1.09%
193,266
-3,206
36
$7.58M 1.06%
83,862
-1,135
37
$7.17M 1.01%
64,603
-573
38
$7.1M 1%
167,148
+1,593
39
$6.91M 0.97%
117,380
-1,800
40
$6.88M 0.97%
290,630
+14,073
41
$6.76M 0.95%
140,383
+1,228
42
$6.67M 0.94%
76,797
+310
43
$6.42M 0.9%
93,709
+958
44
$5.93M 0.83%
86,532
-947
45
$5.88M 0.83%
43,605
+1,610
46
$5.68M 0.8%
40,570
-169
47
$5.59M 0.78%
29,257
-425
48
$5.52M 0.77%
44,567
+1,696
49
$5.49M 0.77%
28,593
+690
50
$5.32M 0.75%
102,916
+792
1
2
3 4 5