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
$718M
AUM Growth
+$47.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$645K
2
+$348K
3
+$345K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$330K
5
IBM icon
IBM
IBM
+$273K

Top Sells

1
+$580K
2
+$334K
3
+$324K
4
LOW icon
Lowe's Companies
LOW
+$305K
5
AAPL icon
Apple
AAPL
+$288K

Sector Composition

1 Technology 15.95%
2 Healthcare 13.39%
3 Industrials 11.93%
4 Financials 11.81%
5 Consumer Staples 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.67M 0.23%
27,700
-773
77
$1.65M 0.23%
41,260
-381
78
$1.65M 0.23%
32,785
+2,283
79
$1.42M 0.2%
13,326
-183
80
$1.37M 0.19%
16,853
-496
81
$1.35M 0.19%
25,651
-300
82
$1.33M 0.19%
17,580
-663
83
$1.28M 0.18%
18,912
+577
84
$1.21M 0.17%
13,696
-1,575
85
$1.21M 0.17%
15,669
-125
86
$1.2M 0.17%
23,790
-300
87
$1.17M 0.16%
42,841
-616
88
$1.15M 0.16%
8,798
-880
89
$1.1M 0.15%
16,183
-50
90
$1.09M 0.15%
32,665
-5,213
91
$1.09M 0.15%
2,309
92
$1.06M 0.15%
14,174
-219
93
$1.01M 0.14%
4,866
94
$1M 0.14%
14,870
+50
95
$923K 0.13%
13,010
+925
96
$892K 0.12%
9,371
97
$850K 0.12%
14,675
-575
98
$827K 0.12%
21,906
-2,600
99
$800K 0.11%
5,129
+150
100
$755K 0.11%
4,802
-200
2 3
4
5 6