KCM

Kanawha Capital Management Portfolio holdings

AUM $1.45B
1-Year Est. Return 20.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.35B
AUM Growth
+$61.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
218
New
Increased
Reduced
Closed

Top Buys

1
+$1.73M
2
+$1.29M
3
+$1.07M
4
LLY icon
Eli Lilly
LLY
+$484K
5
COST icon
Costco
COST
+$446K

Top Sells

1
+$8.24M
2
+$1.94M
3
+$1.3M
4
MSFT icon
Microsoft
MSFT
+$945K
5
AAPL icon
Apple
AAPL
+$801K

Sector Composition

1 Technology 25.58%
2 Financials 12.54%
3 Industrials 11.37%
4 Healthcare 8.62%
5 Consumer Staples 8.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.39M 0.1%
7,838
102
$1.38M 0.1%
12,708
+100
103
$1.26M 0.09%
20,279
104
$1.26M 0.09%
24,604
-2,000
105
$1.25M 0.09%
37,115
-9,167
106
$1.23M 0.09%
2,321
+15
107
$1.22M 0.09%
3,447
-5
108
$1.19M 0.09%
3,907
+246
109
$1.15M 0.09%
12,623
110
$1.14M 0.08%
2,004
111
$1.14M 0.08%
14,170
+900
112
$1.11M 0.08%
8,767
+124
113
$1.11M 0.08%
41,722
-2,900
114
$1.1M 0.08%
13,879
-1,866
115
$1.08M 0.08%
13,366
116
$1.07M 0.08%
18,306
-78
117
$1.06M 0.08%
4,629
+449
118
$1.01M 0.07%
21,293
+1,143
119
$1M 0.07%
9,973
-3,985
120
$1M 0.07%
7,532
-62
121
$996K 0.07%
18,360
122
$995K 0.07%
3,718
123
$988K 0.07%
18,730
-334
124
$986K 0.07%
11,029
+905
125
$977K 0.07%
5,013
3 4
5
6 7