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
$718M
AUM Growth
+$47.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$645K
2
+$348K
3
+$345K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$330K
5
IBM icon
IBM
IBM
+$273K

Top Sells

1
+$580K
2
+$334K
3
+$324K
4
LOW icon
Lowe's Companies
LOW
+$305K
5
AAPL icon
Apple
AAPL
+$288K

Sector Composition

1 Technology 15.95%
2 Healthcare 13.39%
3 Industrials 11.93%
4 Financials 11.81%
5 Consumer Staples 9.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$475K 0.07%
12,985
-1,000
127
$465K 0.06%
8,428
128
$451K 0.06%
3,475
129
$427K 0.06%
3,346
-395
130
$425K 0.06%
5,300
131
$405K 0.06%
5,347
-150
132
$404K 0.06%
5,046
+188
133
$385K 0.05%
14,923
+964
134
$379K 0.05%
2,360
135
$378K 0.05%
4,822
+254
136
$376K 0.05%
3,207
+295
137
$373K 0.05%
8,688
+518
138
$362K 0.05%
3,815
-116
139
$313K 0.04%
1,685
140
$312K 0.04%
2,000
141
$312K 0.04%
4,234
142
$305K 0.04%
10,346
143
$300K 0.04%
3,004
+87
144
$300K 0.04%
12,174
145
$286K 0.04%
6,654
+100
146
$282K 0.04%
2,126
+75
147
$278K 0.04%
5,045
+145
148
$274K 0.04%
2,427
149
$273K 0.04%
16,716
-336
150
$271K 0.04%
2,040
+300
3 4 5
6
7