KCM

Kanawha Capital Management Portfolio holdings

AUM $1.45B
1-Year Est. Return 20.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.35B
AUM Growth
+$61.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
218
New
Increased
Reduced
Closed

Top Buys

1
+$1.73M
2
+$1.29M
3
+$1.07M
4
LLY icon
Eli Lilly
LLY
+$484K
5
COST icon
Costco
COST
+$446K

Top Sells

1
+$8.24M
2
+$1.94M
3
+$1.3M
4
MSFT icon
Microsoft
MSFT
+$945K
5
AAPL icon
Apple
AAPL
+$801K

Sector Composition

1 Technology 25.58%
2 Financials 12.54%
3 Industrials 11.37%
4 Healthcare 8.62%
5 Consumer Staples 8.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$8.17M 0.61%
38,423
-344
52
$7.98M 0.59%
28,951
+2,038
53
$7.68M 0.57%
12,430
-36
54
$7.6M 0.56%
14,951
-223
55
$7.56M 0.56%
14,336
+867
56
$7.41M 0.55%
82,886
+388
57
$6.86M 0.51%
283,099
+8,664
58
$6.82M 0.51%
76,588
-612
59
$6.75M 0.5%
74,275
-840
60
$6.58M 0.49%
53,083
-1,344
61
$6.34M 0.47%
6,039
+448
62
$6M 0.45%
61,387
+1,257
63
$5.66M 0.42%
114,518
-372
64
$5.63M 0.42%
71,550
-593
65
$5.38M 0.4%
41,603
-267
66
$5.21M 0.39%
16,331
+299
67
$5.18M 0.38%
71,212
+877
68
$5.14M 0.38%
39,868
+182
69
$4.73M 0.35%
47,780
-1,909
70
$4.65M 0.34%
54,600
+1,639
71
$4.61M 0.34%
57,373
-554
72
$4.47M 0.33%
40,893
-1,060
73
$4.35M 0.32%
35,854
+14,379
74
$4.23M 0.31%
33,381
-1,120
75
$4.06M 0.3%
5,208
+623
1 2
3
4 5