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
$718M
AUM Growth
+$47.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$645K
2
+$348K
3
+$345K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$330K
5
IBM icon
IBM
IBM
+$273K

Top Sells

1
+$580K
2
+$334K
3
+$324K
4
LOW icon
Lowe's Companies
LOW
+$305K
5
AAPL icon
Apple
AAPL
+$288K

Sector Composition

1 Technology 15.95%
2 Healthcare 13.39%
3 Industrials 11.93%
4 Financials 11.81%
5 Consumer Staples 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.96M 0.69%
43,649
+165
52
$4.84M 0.67%
51,023
-492
53
$4.84M 0.67%
28,979
-560
54
$4.53M 0.63%
74,337
+2,743
55
$4.5M 0.63%
103,292
-1,450
56
$4.36M 0.61%
60,519
-1,124
57
$4.24M 0.59%
68,367
+792
58
$4.17M 0.58%
27,356
+107
59
$4.1M 0.57%
14,110
-25
60
$4.05M 0.56%
59,502
+216
61
$3.56M 0.5%
65,803
-2,819
62
$3.46M 0.48%
43,901
+942
63
$3.34M 0.46%
52,105
+5,150
64
$3.13M 0.44%
20,809
+9
65
$2.65M 0.37%
47,718
+1,250
66
$2.55M 0.36%
33,854
-491
67
$2.46M 0.34%
38,215
-1,168
68
$2.46M 0.34%
52,596
-245
69
$2.44M 0.34%
30,615
-230
70
$2.41M 0.34%
47,291
+2,183
71
$2.28M 0.32%
22,981
+200
72
$2.17M 0.3%
9,237
+55
73
$2.1M 0.29%
43,940
-5
74
$1.7M 0.24%
9,962
-10
75
$1.69M 0.24%
31,589
-550
1 2
3
4 5