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
$713M
AUM Growth
+$72.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$943K
2
+$594K
3
+$545K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$418K
5
AAPL icon
Apple
AAPL
+$341K

Top Sells

1
+$617K
2
+$439K
3
+$419K
4
LOW icon
Lowe's Companies
LOW
+$350K
5
ADP icon
Automatic Data Processing
ADP
+$330K

Sector Composition

1 Technology 16.06%
2 Healthcare 12.69%
3 Industrials 11.59%
4 Financials 11.06%
5 Consumer Staples 10.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.79M 0.25%
10,198
+9
77
$1.66M 0.23%
20,904
+1,101
78
$1.47M 0.21%
24,701
-200
79
$1.45M 0.2%
13,301
-400
80
$1.39M 0.19%
27,800
81
$1.33M 0.19%
38,500
+1,289
82
$1.26M 0.18%
13,446
-550
83
$1.25M 0.18%
42,031
+18,310
84
$1.23M 0.17%
39,075
+5,125
85
$1.2M 0.17%
18,026
+165
86
$1.09M 0.15%
14,247
-2,785
87
$1.07M 0.15%
2,505
+14
88
$1.06M 0.15%
22,955
-160
89
$1.05M 0.15%
40,898
+440
90
$1.05M 0.15%
27,330
-1,387
91
$1.03M 0.14%
8,338
-25
92
$1.02M 0.14%
11,124
+820
93
$991K 0.14%
15,502
+1,127
94
$956K 0.13%
13,698
-125
95
$949K 0.13%
38,070
-8,784
96
$943K 0.13%
5,864
+23
97
$890K 0.12%
17,747
+11,850
98
$884K 0.12%
13,626
-100
99
$756K 0.11%
4,997
-25
100
$721K 0.1%
6,332
+245
2 3
4
5 6