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
$628M
AUM Growth
+$32.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$897K
2
+$895K
3
+$667K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$573K
5
RY icon
Royal Bank of Canada
RY
+$483K

Top Sells

1
+$498K
2
+$297K
3
+$272K
4
DELL icon
Dell
DELL
+$244K
5
BCR
CR Bard Inc.
BCR
+$227K

Sector Composition

1 Technology 13.11%
2 Industrials 12.76%
3 Financials 12.14%
4 Healthcare 12.04%
5 Consumer Staples 10.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$434K 0.07%
2,626
127
$428K 0.07%
7,738
128
$420K 0.07%
8,968
129
$402K 0.06%
6,500
130
$387K 0.06%
6,554
131
$380K 0.06%
12,000
132
$377K 0.06%
3,451
+12
133
$374K 0.06%
4,600
134
$371K 0.06%
2,835
135
$340K 0.05%
2,071
136
$320K 0.05%
4,582
+85
137
$304K 0.05%
2,560
+350
138
$302K 0.05%
2,354
139
$294K 0.05%
4,518
-4,184
140
$286K 0.05%
16,006
-3,644
141
$267K 0.04%
4,098
-10
142
$266K 0.04%
2,509
+180
143
$263K 0.04%
3,986
-150
144
$263K 0.04%
2,400
145
$262K 0.04%
2,000
146
$258K 0.04%
4,032
147
$250K 0.04%
8,164
-5,539
148
$246K 0.04%
4,184
149
$242K 0.04%
2,757
-35
150
$241K 0.04%
6,742
-781
3 4 5
6
7