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
$1.29B
AUM Growth
+$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$8.69M
2
+$2.4M
3
+$2.22M
4
PG icon
Procter & Gamble
PG
+$1.16M
5
APH icon
Amphenol
APH
+$1M

Top Sells

1
+$1.24M
2
+$1.09M
3
+$481K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$421K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$361K

Sector Composition

1 Technology 22.75%
2 Financials 13.21%
3 Industrials 11%
4 Healthcare 9.89%
5 Consumer Staples 9.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.04M 0.55%
34,091
+569
52
$7.04M 0.55%
75,115
+418
53
$6.99M 0.54%
77,200
-713
54
$6.97M 0.54%
12,466
+1,312
55
$6.95M 0.54%
274,435
+24,026
56
$6.95M 0.54%
38,767
-313
57
$6.84M 0.53%
13,469
+642
58
$6.26M 0.49%
82,498
+175
59
$5.75M 0.45%
53,097
+20,476
60
$5.65M 0.44%
72,143
-1,758
61
$5.64M 0.44%
39,686
-78
62
$5.37M 0.42%
54,427
+585
63
$5.29M 0.41%
5,591
+437
64
$5.28M 0.41%
60,130
+2,442
65
$5.2M 0.4%
114,890
-5,051
66
$5.13M 0.4%
49,689
+369
67
$5M 0.39%
41,870
+692
68
$4.65M 0.36%
57,927
-785
69
$4.63M 0.36%
70,335
+1,620
70
$4.51M 0.35%
26,913
+1,669
71
$4.39M 0.34%
41,953
+212
72
$4.37M 0.34%
52,961
+1,425
73
$4.31M 0.34%
16,032
+561
74
$3.93M 0.31%
37,429
+458
75
$3.79M 0.29%
4,585
+997
1 2
3
4 5