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
$1.29B
AUM Growth
+$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$8.69M
2
+$2.4M
3
+$2.22M
4
PG icon
Procter & Gamble
PG
+$1.16M
5
APH icon
Amphenol
APH
+$1M

Top Sells

1
+$1.24M
2
+$1.09M
3
+$481K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$421K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$361K

Sector Composition

1 Technology 22.75%
2 Financials 13.21%
3 Industrials 11%
4 Healthcare 9.89%
5 Consumer Staples 9.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$16M 1.24%
16,934
+286
27
$15.9M 1.23%
63,814
+2,099
28
$15.5M 1.2%
25,507
-122
29
$14.6M 1.13%
72,936
-773
30
$13.9M 1.08%
47,216
+110
31
$13.2M 1.03%
184,888
+3,887
32
$13.2M 1.03%
69,553
+4,299
33
$13.1M 1.02%
85,414
+1,573
34
$12.6M 0.98%
53,272
+64
35
$11.7M 0.91%
184,558
+4,593
36
$11.2M 0.87%
200,430
+7,326
37
$11M 0.85%
167,167
+15,300
38
$10.8M 0.84%
261,745
+1,347
39
$10.7M 0.83%
119,150
+3,967
40
$10.7M 0.83%
115,857
+2,923
41
$10.7M 0.83%
102,059
-1,016
42
$10.4M 0.8%
228,416
+8,548
43
$10.2M 0.79%
27,739
+281
44
$9.9M 0.77%
67,430
+742
45
$9.6M 0.75%
29,110
+1,072
46
$9.45M 0.73%
223,846
+1,302
47
$9.38M 0.73%
84,368
+78,125
48
$8.49M 0.66%
133,842
-2,153
49
$8.4M 0.65%
76,608
-700
50
$7.12M 0.55%
15,174
-517
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2
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