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
$628M
AUM Growth
+$32.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$897K
2
+$895K
3
+$667K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$573K
5
RY icon
Royal Bank of Canada
RY
+$483K

Top Sells

1
+$498K
2
+$297K
3
+$272K
4
DELL icon
Dell
DELL
+$244K
5
BCR
CR Bard Inc.
BCR
+$227K

Sector Composition

1 Technology 13.11%
2 Industrials 12.76%
3 Financials 12.14%
4 Healthcare 12.04%
5 Consumer Staples 10.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.83M 0.29%
35,199
-1,116
77
$1.81M 0.29%
34,320
+22
78
$1.76M 0.28%
35,025
+2,550
79
$1.74M 0.28%
41,596
+8,169
80
$1.55M 0.25%
23,909
-186
81
$1.39M 0.22%
22,241
+1,326
82
$1.37M 0.22%
11,538
-525
83
$1.36M 0.22%
8,086
-75
84
$1.32M 0.21%
21,755
+389
85
$1.29M 0.21%
21,359
+490
86
$1.25M 0.2%
10,452
-423
87
$1.2M 0.19%
28,175
+1,750
88
$1.18M 0.19%
19,055
+450
89
$1.09M 0.17%
24,591
-425
90
$1.09M 0.17%
13,732
-2,143
91
$1.06M 0.17%
26,480
-500
92
$1.01M 0.16%
17,072
-1,700
93
$985K 0.16%
2,568
+170
94
$948K 0.15%
52,732
-13,573
95
$870K 0.14%
17,185
+340
96
$860K 0.14%
7,559
-375
97
$771K 0.12%
5,197
-575
98
$712K 0.11%
14,280
+375
99
$710K 0.11%
18,210
-75
100
$682K 0.11%
28,750
-400
2 3
4
5 6