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
$628M
AUM Growth
+$32.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$897K
2
+$895K
3
+$667K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$573K
5
RY icon
Royal Bank of Canada
RY
+$483K

Top Sells

1
+$498K
2
+$297K
3
+$272K
4
DELL icon
Dell
DELL
+$244K
5
BCR
CR Bard Inc.
BCR
+$227K

Sector Composition

1 Technology 13.11%
2 Industrials 12.76%
3 Financials 12.14%
4 Healthcare 12.04%
5 Consumer Staples 10.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$657K 0.1%
10,980
-325
102
$650K 0.1%
11,650
+300
103
$606K 0.1%
14,485
-195
104
$603K 0.1%
15,309
-99
105
$602K 0.1%
6,158
106
$601K 0.1%
8,076
+820
107
$579K 0.09%
6,353
+8
108
$576K 0.09%
41,804
-1,334
109
$535K 0.09%
5,896
+50
110
$529K 0.08%
11,080
111
$511K 0.08%
16,968
-695
112
$499K 0.08%
3,700
-75
113
$497K 0.08%
4,702
+729
114
$490K 0.08%
4,565
+30
115
$483K 0.08%
+6,623
116
$477K 0.08%
11,072
+12
117
$476K 0.08%
8,716
-25
118
$475K 0.08%
15,130
+3,150
119
$466K 0.07%
1,490
120
$465K 0.07%
3,177
121
$460K 0.07%
9,000
122
$448K 0.07%
3,782
123
$439K 0.07%
5,920
-600
124
$437K 0.07%
5,328
+705
125
$435K 0.07%
3,610
+137
3 4
5
6 7