KCM

Kanawha Capital Management Portfolio holdings

AUM $1.35B
1-Year Est. Return 17.04%
This Quarter Est. Return
1 Year Est. Return
+17.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$483M
AUM Growth
+$27.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$1.18M
2
+$817K
3
+$540K
4
TGT icon
Target
TGT
+$463K
5
INTC icon
Intel
INTC
+$413K

Top Sells

1
+$1.44M
2
+$577K
3
+$339K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$290K
5
PH icon
Parker-Hannifin
PH
+$128K

Sector Composition

1 Industrials 13.13%
2 Technology 12.5%
3 Consumer Staples 11.62%
4 Healthcare 11.2%
5 Energy 11.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$289K 0.06%
6,560
+150
127
$282K 0.06%
4,216
+433
128
$267K 0.06%
3,440
-1,400
129
$265K 0.05%
8,688
-2,400
130
$254K 0.05%
7,843
131
$240K 0.05%
2,000
132
$238K 0.05%
4,711
-110
133
$233K 0.05%
11,064
-2,200
134
$230K 0.05%
3,348
135
$228K 0.05%
4,908
-125
136
$215K 0.04%
+4,000
137
$211K 0.04%
2,542
-70
138
$210K 0.04%
2,001
139
$206K 0.04%
3,916
-200
140
$177K 0.04%
3,713
141
$156K 0.03%
10,600
142
$99K 0.02%
+11,000
143
$97K 0.02%
3,052
+305
144
– –
-31,650
145
– –
-9,915
146
$0 ﹤0.01%
10,075
2 3 4 5
6