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
$572M
AUM Growth
-$687K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$1.31M
2
+$947K
3
+$614K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$422K
5
MO icon
Altria Group
MO
+$348K

Top Sells

1
+$251K
2
+$250K
3
+$238K
4
AAPL icon
Apple
AAPL
+$210K
5
LOW icon
Lowe's Companies
LOW
+$201K

Sector Composition

1 Technology 13.07%
2 Industrials 12.91%
3 Healthcare 12.21%
4 Consumer Staples 11.13%
5 Financials 10.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$768K 0.13%
7,759
-150
102
$716K 0.13%
3,167
-25
103
$704K 0.12%
17,645
104
$685K 0.12%
21,117
105
$671K 0.12%
15,155
+550
106
$669K 0.12%
15,600
107
$643K 0.11%
17,420
-220
108
$626K 0.11%
8,037
-42
109
$615K 0.11%
9,400
110
$536K 0.09%
6,173
+1,275
111
$520K 0.09%
14,406
-632
112
$515K 0.09%
24,324
-342
113
$501K 0.09%
5,350
114
$494K 0.09%
4,265
-20
115
$480K 0.08%
1,910
+110
116
$453K 0.08%
4,759
117
$430K 0.08%
3,974
+137
118
$430K 0.08%
3,765
119
$424K 0.07%
7,486
120
$419K 0.07%
3,800
121
$413K 0.07%
1,490
122
$403K 0.07%
9,308
123
$379K 0.07%
34,344
-1,125
124
$377K 0.07%
6,654
125
$371K 0.06%
7,600
3 4
5
6 7