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
$713M
AUM Growth
+$72.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$943K
2
+$594K
3
+$545K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$418K
5
AAPL icon
Apple
AAPL
+$341K

Top Sells

1
+$617K
2
+$439K
3
+$419K
4
LOW icon
Lowe's Companies
LOW
+$350K
5
ADP icon
Automatic Data Processing
ADP
+$330K

Sector Composition

1 Technology 16.06%
2 Healthcare 12.69%
3 Industrials 11.59%
4 Financials 11.06%
5 Consumer Staples 10.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$715K 0.1%
14,125
-200
102
$707K 0.1%
22,130
-680
103
$672K 0.09%
10,162
+115
104
$649K 0.09%
15,106
-698
105
$642K 0.09%
14,115
-605
106
$636K 0.09%
6,477
+135
107
$616K 0.09%
10,976
+5
108
$594K 0.08%
3,700
109
$588K 0.08%
11,632
110
$576K 0.08%
2,735
111
$561K 0.08%
13,076
-65
112
$529K 0.07%
3,161
-250
113
$528K 0.07%
2,136
114
$519K 0.07%
5,203
-100
115
$503K 0.07%
4,660
116
$497K 0.07%
1,440
117
$496K 0.07%
9,060
-800
118
$492K 0.07%
3,587
-38
119
$486K 0.07%
4,350
120
$481K 0.07%
1,676
-450
121
$480K 0.07%
9,000
122
$456K 0.06%
3,802
-900
123
$452K 0.06%
5,760
-200
124
$451K 0.06%
5,060
125
$444K 0.06%
8,228
3 4
5
6 7