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
$572M
AUM Growth
-$687K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$1.31M
2
+$947K
3
+$614K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$422K
5
MO icon
Altria Group
MO
+$348K

Top Sells

1
+$251K
2
+$250K
3
+$238K
4
AAPL icon
Apple
AAPL
+$210K
5
LOW icon
Lowe's Companies
LOW
+$201K

Sector Composition

1 Technology 13.07%
2 Industrials 12.91%
3 Healthcare 12.21%
4 Consumer Staples 11.13%
5 Financials 10.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.53M 0.79%
44,810
-35
52
$4.48M 0.78%
53,664
+650
53
$4.25M 0.74%
58,013
-1,285
54
$4M 0.7%
33,681
-185
55
$3.75M 0.66%
48,046
-269
56
$3.73M 0.65%
62,480
+2,045
57
$3.67M 0.64%
56,838
-2,150
58
$3.64M 0.64%
52,678
+526
59
$3.63M 0.64%
52,398
+4,329
60
$3.44M 0.6%
33,289
-405
61
$3.24M 0.57%
28,542
-1,100
62
$3.03M 0.53%
32,514
+120
63
$2.8M 0.49%
46,441
+643
64
$2.71M 0.47%
33,916
-120
65
$2.67M 0.47%
12,923
+1,220
66
$2.64M 0.46%
24,326
-419
67
$2.62M 0.46%
29,885
-950
68
$2.55M 0.45%
180,509
-6,102
69
$2.43M 0.43%
42,123
+2,931
70
$2.38M 0.42%
39,460
+85
71
$2.37M 0.41%
47,533
-1,770
72
$2.31M 0.4%
46,133
+6,963
73
$2.18M 0.38%
34,020
-1,150
74
$2.11M 0.37%
28,008
+8,148
75
$2.08M 0.36%
49,784
+100
1 2
3
4 5