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
$1.29B
AUM Growth
+$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$8.69M
2
+$2.4M
3
+$2.22M
4
PG icon
Procter & Gamble
PG
+$1.16M
5
APH icon
Amphenol
APH
+$1M

Top Sells

1
+$1.24M
2
+$1.09M
3
+$481K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$421K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$361K

Sector Composition

1 Technology 22.75%
2 Financials 13.21%
3 Industrials 11%
4 Healthcare 9.89%
5 Consumer Staples 9.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.49M 0.12%
50,715
+13,625
102
$1.41M 0.11%
15,745
-3,334
103
$1.4M 0.11%
13,958
-500
104
$1.36M 0.11%
26,604
-110
105
$1.27M 0.1%
7,984
+589
106
$1.25M 0.1%
44,622
-1,201
107
$1.24M 0.1%
6,304
-15
108
$1.22M 0.1%
7,838
+11
109
$1.21M 0.09%
3,452
-65
110
$1.2M 0.09%
20,279
+500
111
$1.11M 0.09%
8,643
-296
112
$1.1M 0.09%
18,384
+289
113
$1.09M 0.08%
13,366
114
$1.05M 0.08%
3,661
+75
115
$1.03M 0.08%
4,585
116
$1.03M 0.08%
2,004
117
$1.02M 0.08%
7,594
+2,145
118
$1.01M 0.08%
2,033
-4
119
$998K 0.08%
19,064
-706
120
$988K 0.08%
12,623
121
$987K 0.08%
4,180
+88
122
$983K 0.08%
3,718
123
$978K 0.08%
18,360
-850
124
$962K 0.07%
42,361
-48,001
125
$961K 0.07%
2,921
3 4
5
6 7