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
$572M
AUM Growth
-$687K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$1.31M
2
+$947K
3
+$614K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$422K
5
MO icon
Altria Group
MO
+$348K

Top Sells

1
+$251K
2
+$250K
3
+$238K
4
AAPL icon
Apple
AAPL
+$210K
5
LOW icon
Lowe's Companies
LOW
+$201K

Sector Composition

1 Technology 13.07%
2 Industrials 12.91%
3 Healthcare 12.21%
4 Consumer Staples 11.13%
5 Financials 10.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.95M 0.34%
38,934
-170
77
$1.92M 0.34%
42,663
+2,300
78
$1.83M 0.32%
32,814
+433
79
$1.75M 0.31%
34,315
-75
80
$1.64M 0.29%
38,075
-120
81
$1.54M 0.27%
18,248
-1,049
82
$1.52M 0.27%
25,575
-615
83
$1.51M 0.26%
30,363
+3,171
84
$1.48M 0.26%
17,909
-550
85
$1.45M 0.25%
36,100
+2
86
$1.43M 0.25%
26,106
-2,723
87
$1.31M 0.23%
+16,650
88
$1.27M 0.22%
27,123
-2,628
89
$1.24M 0.22%
2,005
-11
90
$1.15M 0.2%
18,400
+360
91
$1.06M 0.19%
30,350
+5,710
92
$1.05M 0.18%
25,400
+980
93
$1.05M 0.18%
13,388
+717
94
$977K 0.17%
9,310
-173
95
$949K 0.17%
14,625
+1,150
96
$926K 0.16%
6,110
+1,846
97
$819K 0.14%
12,875
+475
98
$815K 0.14%
14,790
+1,705
99
$815K 0.14%
29,481
+702
100
$790K 0.14%
19,698
-1,130
2 3
4
5 6