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
$713M
AUM Growth
+$72.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$943K
2
+$594K
3
+$545K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$418K
5
AAPL icon
Apple
AAPL
+$341K

Top Sells

1
+$617K
2
+$439K
3
+$419K
4
LOW icon
Lowe's Companies
LOW
+$350K
5
ADP icon
Automatic Data Processing
ADP
+$330K

Sector Composition

1 Technology 16.06%
2 Healthcare 12.69%
3 Industrials 11.59%
4 Financials 11.06%
5 Consumer Staples 10.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.21M 0.73%
57,169
+1,815
52
$4.93M 0.69%
28,726
-562
53
$4.43M 0.62%
50,170
-94
54
$4.43M 0.62%
15,690
-27
55
$4.21M 0.59%
39,192
-396
56
$4.11M 0.58%
50,342
-1,951
57
$3.87M 0.54%
28,559
-494
58
$3.76M 0.53%
60,036
-147
59
$3.59M 0.5%
62,519
-37
60
$3.38M 0.47%
59,306
-715
61
$3.27M 0.46%
53,765
+4,015
62
$3.26M 0.46%
20,413
-33
63
$3.26M 0.46%
68,305
-21
64
$3.18M 0.45%
73,087
+5,660
65
$2.78M 0.39%
47,643
-490
66
$2.77M 0.39%
51,275
+4,575
67
$2.72M 0.38%
34,380
+325
68
$2.65M 0.37%
23,646
+584
69
$2.57M 0.36%
34,779
+545
70
$2.46M 0.34%
49,318
-5,278
71
$2.42M 0.34%
47,932
-537
72
$2.23M 0.31%
52,461
+350
73
$2.23M 0.31%
9,203
74
$2.03M 0.29%
38,890
+3,483
75
$1.93M 0.27%
33,760
-3,370
1 2
3
4 5