KCM

Kanawha Capital Management Portfolio holdings

AUM $1.45B
1-Year Est. Return 20.04%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.04%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.35B
AUM Growth
+$61.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
218
New
Increased
Reduced
Closed

Top Buys

1
+$1.73M
2
+$1.29M
3
+$1.07M
4
LLY icon
Eli Lilly
LLY
+$484K
5
COST icon
Costco
COST
+$446K

Top Sells

1
+$8.24M
2
+$1.94M
3
+$1.3M
4
MSFT icon
Microsoft
MSFT
+$945K
5
AAPL icon
Apple
AAPL
+$801K

Sector Composition

1 Technology 25.58%
2 Financials 12.54%
3 Industrials 11.37%
4 Healthcare 8.62%
5 Consumer Staples 8.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$966K 0.07%
2,921
127
$957K 0.07%
4,115
-470
128
$903K 0.07%
6,122
-15
129
$884K 0.07%
7,489
+929
130
$853K 0.06%
9,271
-120
131
$822K 0.06%
2,027
-6
132
$787K 0.06%
2,767
133
$771K 0.06%
1,045
-25
134
$767K 0.06%
6,258
-380
135
$764K 0.06%
11,335
-200
136
$759K 0.06%
2,433
+778
137
$759K 0.06%
33,876
-8,485
138
$720K 0.05%
4,952
+651
139
$705K 0.05%
2,321
140
$677K 0.05%
5,479
-64
141
$662K 0.05%
15,622
-100
142
$654K 0.05%
1,154
-15
143
$653K 0.05%
176
144
$632K 0.05%
3,454
145
$627K 0.05%
5,943
-78,425
146
$591K 0.04%
5,175
-250
147
$578K 0.04%
5,726
+550
148
$574K 0.04%
3,876
149
$540K 0.04%
6,983
+704
150
$529K 0.04%
942
4 5
6
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