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
$546M
AUM Growth
+$16.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
163
New
Increased
Reduced
Closed

Top Buys

1
+$449K
2
+$321K
3
+$309K
4
GSK icon
GSK
GSK
+$303K
5
CB
CHUBB CORPORATION
CB
+$263K

Top Sells

1
+$618K
2
+$469K
3
+$412K
4
AAPL icon
Apple
AAPL
+$373K
5
WFC icon
Wells Fargo
WFC
+$344K

Sector Composition

1 Industrials 13.07%
2 Technology 12.91%
3 Healthcare 11.64%
4 Energy 11.59%
5 Consumer Staples 10.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$213K 0.04%
+2,575
152
$213K 0.04%
+2,000
153
$207K 0.04%
4,200
154
$181K 0.03%
12,460
+1,860
155
$101K 0.02%
19,605
156
$77K 0.01%
6,100
157
– –
-9,000
158
– –
-3,760
159
– –
-3,097
160
– –
-3,732
161
$0 ﹤0.01%
10,075
3 4 5 6
7