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
$718M
AUM Growth
+$47.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$645K
2
+$348K
3
+$345K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$330K
5
IBM icon
IBM
IBM
+$273K

Top Sells

1
+$580K
2
+$334K
3
+$324K
4
LOW icon
Lowe's Companies
LOW
+$305K
5
AAPL icon
Apple
AAPL
+$288K

Sector Composition

1 Technology 15.95%
2 Healthcare 13.39%
3 Industrials 11.93%
4 Financials 11.81%
5 Consumer Staples 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$754K 0.11%
17,497
-150
102
$736K 0.1%
26,683
-1,164
103
$731K 0.1%
23,140
+50
104
$645K 0.09%
+2,415
105
$598K 0.08%
13,926
-120
106
$583K 0.08%
2,126
107
$577K 0.08%
5,783
-41
108
$574K 0.08%
9,860
-400
109
$565K 0.08%
11,428
110
$564K 0.08%
2,121
111
$557K 0.08%
3,700
112
$555K 0.08%
3,411
-30
113
$548K 0.08%
7,000
+700
114
$542K 0.08%
12,314
-337
115
$541K 0.08%
11,995
116
$534K 0.07%
2,735
117
$529K 0.07%
1,440
118
$518K 0.07%
7,753
119
$508K 0.07%
4,350
-150
120
$501K 0.07%
5,000
121
$499K 0.07%
5,960
122
$484K 0.07%
8,971
123
$480K 0.07%
9,000
124
$477K 0.07%
4,660
125
$476K 0.07%
5,232
3 4
5
6 7