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
$572M
AUM Growth
-$687K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
160
New
Increased
Reduced
Closed

Top Buys

1
+$1.31M
2
+$947K
3
+$614K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$422K
5
MO icon
Altria Group
MO
+$348K

Top Sells

1
+$251K
2
+$250K
3
+$238K
4
AAPL icon
Apple
AAPL
+$210K
5
LOW icon
Lowe's Companies
LOW
+$201K

Sector Composition

1 Technology 13.07%
2 Industrials 12.91%
3 Healthcare 12.21%
4 Consumer Staples 11.13%
5 Financials 10.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$364K 0.06%
3,364
127
$342K 0.06%
6,814
+51
128
$340K 0.06%
8,286
-1,163
129
$338K 0.06%
4,362
+165
130
$337K 0.06%
+3,344
131
$325K 0.06%
4,486
+295
132
$314K 0.05%
+3,603
133
$313K 0.05%
4,600
134
$297K 0.05%
3,660
-155
135
$296K 0.05%
3,348
136
$295K 0.05%
6,500
137
$293K 0.05%
2,835
138
$292K 0.05%
3,805
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139
$274K 0.05%
4,400
140
$267K 0.05%
2,210
+210
141
$262K 0.05%
4,000
142
$255K 0.04%
4,568
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143
$250K 0.04%
3,177
144
$249K 0.04%
2,577
-17
145
$249K 0.04%
7,566
146
$245K 0.04%
12,000
-116
147
$231K 0.04%
2,000
148
$225K 0.04%
4,582
-673
149
$223K 0.04%
+4,218
150
$221K 0.04%
1,965
3 4 5
6
7