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
$1.29B
AUM Growth
+$12.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
219
New
Increased
Reduced
Closed

Top Buys

1
+$8.69M
2
+$2.4M
3
+$2.22M
4
PG icon
Procter & Gamble
PG
+$1.16M
5
APH icon
Amphenol
APH
+$1M

Top Sells

1
+$1.24M
2
+$1.09M
3
+$481K
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$421K
5
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$361K

Sector Composition

1 Technology 22.75%
2 Financials 13.21%
3 Industrials 11%
4 Healthcare 9.89%
5 Consumer Staples 9.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$953K 0.07%
13,270
-244
127
$947K 0.07%
5,013
-50
128
$867K 0.07%
1,655
+254
129
$841K 0.07%
20,150
+475
130
$827K 0.06%
10,124
-219
131
$804K 0.06%
6,137
132
$800K 0.06%
6,560
+31
133
$799K 0.06%
9,391
+2,579
134
$783K 0.06%
11,535
+362
135
$735K 0.06%
7,861
+200
136
$704K 0.05%
2,306
+51
137
$677K 0.05%
2,767
138
$671K 0.05%
176
139
$664K 0.05%
5,543
+7
140
$664K 0.05%
4,301
141
$638K 0.05%
2,321
+108
142
$624K 0.05%
1,169
-55
143
$617K 0.05%
1,070
+100
144
$610K 0.05%
3,876
-35
145
$605K 0.05%
6,638
-53
146
$598K 0.05%
5,425
-100
147
$589K 0.05%
4,000
148
$569K 0.04%
5,176
+16
149
$525K 0.04%
11,060
-1,920
150
$520K 0.04%
16,850
4 5
6
7 8