KCM

Kanawha Capital Management Portfolio holdings

AUM $1.45B
1-Year Est. Return 20.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.35B
AUM Growth
+$61.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
218
New
Increased
Reduced
Closed

Top Buys

1
+$1.73M
2
+$1.29M
3
+$1.07M
4
LLY icon
Eli Lilly
LLY
+$484K
5
COST icon
Costco
COST
+$446K

Top Sells

1
+$8.24M
2
+$1.94M
3
+$1.3M
4
MSFT icon
Microsoft
MSFT
+$945K
5
AAPL icon
Apple
AAPL
+$801K

Sector Composition

1 Technology 25.58%
2 Financials 12.54%
3 Industrials 11.37%
4 Healthcare 8.62%
5 Consumer Staples 8.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$16.7M 1.24%
126,851
-271
27
$16.4M 1.22%
74,973
+5,420
28
$15.9M 1.18%
110,940
-419
29
$15.7M 1.17%
145,900
-778
30
$15.7M 1.16%
72,750
-186
31
$13.9M 1.03%
80,883
-2,880
32
$13.6M 1.01%
85,422
+8
33
$13.4M 1%
52,455
-817
34
$13.3M 0.99%
47,310
+94
35
$13.1M 0.97%
183,976
-582
36
$12.9M 0.96%
182,664
-2,224
37
$11.7M 0.86%
206,244
+5,814
38
$10.9M 0.81%
118,980
+3,123
39
$10.9M 0.81%
28,002
-1,108
40
$10.5M 0.78%
120,498
+1,348
41
$10.2M 0.76%
67,233
-197
42
$10.2M 0.76%
226,078
+2,232
43
$10.2M 0.76%
236,338
+7,922
44
$10.1M 0.75%
27,441
-298
45
$9.95M 0.74%
74,590
-2,018
46
$9.83M 0.73%
228,630
-33,115
47
$9.75M 0.72%
98,817
-3,242
48
$9.43M 0.7%
128,782
-5,060
49
$8.94M 0.66%
56,564
+3,467
50
$8.64M 0.64%
68,242
+60
1
2
3 4 5