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
$628M
AUM Growth
+$32.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$897K
2
+$895K
3
+$667K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$573K
5
RY icon
Royal Bank of Canada
RY
+$483K

Top Sells

1
+$498K
2
+$297K
3
+$272K
4
DELL icon
Dell
DELL
+$244K
5
BCR
CR Bard Inc.
BCR
+$227K

Sector Composition

1 Technology 13.11%
2 Industrials 12.76%
3 Financials 12.14%
4 Healthcare 12.04%
5 Consumer Staples 10.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.14M 0.82%
65,793
+4,255
52
$4.41M 0.7%
104,140
+4,280
53
$4.36M 0.69%
27,184
-1,853
54
$4.18M 0.67%
48,256
+3,485
55
$4.13M 0.66%
30,500
-737
56
$4.02M 0.64%
49,919
+4,035
57
$3.85M 0.61%
48,977
+3,469
58
$3.82M 0.61%
66,603
+8,055
59
$3.81M 0.61%
70,078
+2,403
60
$3.76M 0.6%
25,589
-160
61
$3.23M 0.52%
13,715
-244
62
$3.22M 0.51%
61,149
+3,125
63
$2.9M 0.46%
40,601
-91
64
$2.89M 0.46%
61,307
+3,227
65
$2.74M 0.44%
43,701
-425
66
$2.73M 0.43%
24,162
+73
67
$2.7M 0.43%
45,953
-1,510
68
$2.66M 0.42%
28,795
-700
69
$2.58M 0.41%
27,796
-725
70
$2.55M 0.41%
49,538
+5,811
71
$2.47M 0.39%
22,650
-145
72
$2.35M 0.38%
47,384
+250
73
$1.96M 0.31%
31,356
-350
74
$1.89M 0.3%
35,475
+2,620
75
$1.83M 0.29%
38,854
-198
1 2
3
4 5