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
$713M
AUM Growth
+$72.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
171
New
Increased
Reduced
Closed

Top Buys

1
+$943K
2
+$594K
3
+$545K
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$418K
5
AAPL icon
Apple
AAPL
+$341K

Top Sells

1
+$617K
2
+$439K
3
+$419K
4
LOW icon
Lowe's Companies
LOW
+$350K
5
ADP icon
Automatic Data Processing
ADP
+$330K

Sector Composition

1 Technology 16.06%
2 Healthcare 12.69%
3 Industrials 11.59%
4 Financials 11.06%
5 Consumer Staples 10.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$441K 0.06%
5,881
+59
127
$440K 0.06%
3,565
+836
128
$438K 0.06%
7,385
-1,747
129
$409K 0.06%
9,425
-2,550
130
$405K 0.06%
15,830
-4,795
131
$404K 0.06%
4,492
+4
132
$393K 0.06%
3,168
+154
133
$385K 0.05%
6,475
-525
134
$346K 0.05%
6,693
+38
135
$340K 0.05%
4,234
136
$314K 0.04%
1,747
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137
$312K 0.04%
2,000
138
$306K 0.04%
3,553
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139
$294K 0.04%
3,895
140
$291K 0.04%
2,500
141
$287K 0.04%
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142
$285K 0.04%
14,661
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143
$281K 0.04%
1,027
144
$281K 0.04%
9,925
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145
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5,792
146
$277K 0.04%
727
147
$277K 0.04%
10,046
-300
148
$261K 0.04%
8,028
+108
149
$252K 0.04%
16,302
-414
150
$250K 0.04%
7,659
-3,700
3 4 5
6
7