KCM

Kanawha Capital Management Portfolio holdings

AUM $1.45B
1-Year Est. Return 20.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.35B
AUM Growth
+$61.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
218
New
Increased
Reduced
Closed

Top Buys

1
+$1.73M
2
+$1.29M
3
+$1.07M
4
LLY icon
Eli Lilly
LLY
+$484K
5
COST icon
Costco
COST
+$446K

Top Sells

1
+$8.24M
2
+$1.94M
3
+$1.3M
4
MSFT icon
Microsoft
MSFT
+$945K
5
AAPL icon
Apple
AAPL
+$801K

Sector Composition

1 Technology 25.58%
2 Financials 12.54%
3 Industrials 11.37%
4 Healthcare 8.62%
5 Consumer Staples 8.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.67M 0.27%
6,653
-80
77
$3.34M 0.25%
37,265
-164
78
$3.21M 0.24%
38,402
-4,070
79
$3.19M 0.24%
110,272
+1,910
80
$2.77M 0.21%
40,220
-2,586
81
$2.71M 0.2%
10,546
+67
82
$2.64M 0.2%
8,833
-23
83
$2.62M 0.19%
13,498
-638
84
$2.32M 0.17%
32,978
-2,270
85
$2.3M 0.17%
110,032
-7,179
86
$2.29M 0.17%
10,294
-55
87
$2.19M 0.16%
15,824
88
$2.19M 0.16%
3
89
$2.15M 0.16%
41,137
-200
90
$2.15M 0.16%
31,943
-72
91
$2.11M 0.16%
15,671
-21
92
$2.07M 0.15%
9,963
-4,104
93
$2.05M 0.15%
4,691
94
$2.01M 0.15%
22,064
-147
95
$1.82M 0.14%
21,636
-400
96
$1.75M 0.13%
37,751
+557
97
$1.72M 0.13%
4,059
-205
98
$1.62M 0.12%
49,715
-1,000
99
$1.61M 0.12%
8,800
-700
100
$1.44M 0.11%
7,923
-61
2 3
4
5 6