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
$1.29B
AUM Growth
+$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$8.69M
2
+$2.4M
3
+$2.22M
4
PG icon
Procter & Gamble
PG
+$1.16M
5
APH icon
Amphenol
APH
+$1M

Top Sells

1
+$1.24M
2
+$1.09M
3
+$481K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$421K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$361K

Sector Composition

1 Technology 22.75%
2 Financials 13.21%
3 Industrials 11%
4 Healthcare 9.89%
5 Consumer Staples 9.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.4M 0.26%
34,501
-100
77
$3.21M 0.25%
42,472
-3,208
78
$3.16M 0.25%
6,733
+1,089
79
$3.06M 0.24%
108,362
+140
80
$2.87M 0.22%
48,157
-4,831
81
$2.81M 0.22%
117,211
-5,444
82
$2.76M 0.21%
8,856
-17
83
$2.66M 0.21%
14,136
+507
84
$2.58M 0.2%
35,248
-1,575
85
$2.56M 0.2%
21,475
+203
86
$2.53M 0.2%
14,067
-6,885
87
$2.4M 0.19%
+3
88
$2.29M 0.18%
15,692
-10
89
$2.27M 0.18%
37,194
+977
90
$2.13M 0.17%
10,349
-90
91
$2.1M 0.16%
10,479
+278
92
$2.06M 0.16%
41,337
+2,050
93
$1.94M 0.15%
32,015
-210
94
$1.93M 0.15%
46,282
-3,582
95
$1.86M 0.14%
22,211
-361
96
$1.86M 0.14%
15,824
97
$1.81M 0.14%
22,036
-115
98
$1.67M 0.13%
9,500
-313
99
$1.58M 0.12%
4,691
-21
100
$1.54M 0.12%
4,264
+312
2 3
4
5 6